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 | $79,631 | $76,670+3.9% | $96,683-17.6% | $71,457+11.4% |
| Participation rate | 99.5% | 66.6%+32.9pp | 74.3%+25.1pp | 67.9%+31.6pp |
| Annual return | 30.22% | 48.29%-18.1pp | 35.69%-5.5pp | 28.85%+1.4pp |
| Employer contribution / active EE | $7,529 | $3,031+148.3% | $3,737+101.5% | $2,588+190.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $2,028-99.9% | $6,730-100.0% | $1,587-99.9% |