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 8-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 | $192,434 | $122,239+57.4% | $184,203+4.5% | $74,495+158.3% |
| Participation rate | 95.0% | 85.5%+9.5pp | 86.8%+8.2pp | 67.2%+27.8pp |
| Annual return | 20.34% | 19.95%+0.4pp | 28.81%-8.5pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $13,323 | $4,537+193.6% | $6,427+107.3% | $2,623+407.9% |
| Participant deferral / active EE | $14,529 | $7,139+103.5% | $9,131+59.1% | $4,346+234.3% |
| Admin fee / account holder | $2 | $1,260-99.9% | $13,901-100.0% | $1,942-99.9% |