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 | $87,000 | $80,724+7.8% | $103,333-15.8% | $74,495+16.8% |
| Participation rate | 98.4% | 65.7%+32.8pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 14.35% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $5,145 | $3,157+63.0% | $3,868+33.0% | $2,623+96.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,368-99.9% | $8,355-100.0% | $1,942-99.9% |