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 | $58,158 | $59,584-2.4% | $86,874-33.1% | $79,386-26.7% |
| Participation rate | 94.8% | 67.7%+27.2pp | 71.6%+23.2pp | 70.7%+24.1pp |
| Annual return | 35.11% | 23.15%+12.0pp | 63.52%-28.4pp | 116.85%-81.7pp |
| Employer contribution / active EE | $4,855 | $1,768+174.6% | $2,495+94.6% | $2,427+100.0% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,828-100.0% | $626-100.0% |