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 9-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 | $165,471 | $75,183+120.1% | $123,892+33.6% | $55,167+199.9% |
| Participation rate | 84.9% | 72.8%+12.1pp | 81.4%+3.5pp | 69.0%+15.9pp |
| Annual return | 65.30% | 19.01%+46.3pp | 47.52%+17.8pp | 169.23%-103.9pp |
| Employer contribution / active EE | $13,237 | $2,823+368.8% | $4,617+186.7% | $1,963+574.5% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |