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 | $117,989 | $101,317+16.5% | $146,958-19.7% | $74,495+58.4% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.6pp |
| Annual return | 14.33% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,927 | $3,810+29.3% | $4,933-0.1% | $2,623+87.8% |
| Participant deferral / active EE | $5,683 | $7,303-22.2% | $8,070-29.6% | $4,346+30.8% |
| Admin fee / account holder | $35 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |