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 | $126,268 | $65,435+93.0% | $86,677+45.7% | $66,914+88.7% |
| Participation rate | 95.8% | 75.5%+20.3pp | 76.6%+19.2pp | 69.8%+26.0pp |
| Annual return | 7.87% | -10.89%+18.8pp | 35.91%-28.0pp | 1.58%+6.3pp |
| Employer contribution / active EE | $9,532 | $2,153+342.7% | $2,836+236.1% | $2,544+274.7% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |