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 | $148,077 | $67,984+117.8% | $65,493+126.1% | $74,304+99.3% |
| Participation rate | 99.3% | 66.3%+33.0pp | 73.1%+26.2pp | 60.3%+39.0pp |
| Annual return | 14.22% | 19.87%-5.7pp | 982.45%-968.2pp | 29.43%-15.2pp |
| Employer contribution / active EE | $12,128 | $2,491+386.8% | $2,574+371.1% | $2,241+441.1% |
| Participant deferral / active EE | $7,047 | $3,346+110.6% | $3,961+77.9% | $3,767+87.1% |
| Admin fee / account holder | $3 | $1,373-99.8% | $5,028-99.9% | $2,969-99.9% |