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 | $119,602 | $106,028+12.8% | $146,958-18.6% | $77,643+54.0% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 22.33% | 56.73%-34.4pp | 418.34%-396.0pp | 31.24%-8.9pp |
| Employer contribution / active EE | $7,189 | $4,063+76.9% | $4,933+45.7% | $2,726+163.7% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $6 | $337-98.3% | $12,998-100.0% | $430-98.7% |