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 | $162,518 | $76,050+113.7% | $96,544+68.3% | $71,457+127.4% |
| Participation rate | 96.2% | 74.4%+21.8pp | 76.0%+20.2pp | 67.9%+28.3pp |
| Annual return | 37.94% | 22.81%+15.1pp | 25.84%+12.1pp | 28.85%+9.1pp |
| Employer contribution / active EE | $7,388 | $2,244+229.2% | $2,965+149.2% | $2,588+185.5% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |