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 | $192,170 | $79,171+142.7% | $102,423+87.6% | $74,495+158.0% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 30.35% | 54.93%-24.6pp | 29.32%+1.0pp | 1364.94%-1334.6pp |
| Employer contribution / active EE | $2,733 | $2,362+15.7% | $3,023-9.6% | $2,623+4.2% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |