See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,970 | $30,086-53.6% | $61,373-77.2% | $64,808-78.4% |
| Participation rate | 100.0% | 36.4%+63.6pp | 52.6%+47.4pp | 71.5%+28.5pp |
| Annual return | 15.82% | -13.99%+29.8pp | 338.61%-322.8pp | 32.82%-17.0pp |
| Employer contribution / active EE | $9,129 | $536+1602.4% | $1,159+687.4% | $2,506+264.3% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $2,130-100.0% | $188-100.0% |