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 | $215,735 | $100,923+113.8% | $150,045+43.8% | $74,304+190.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 18.30% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,135 | $3,463+19.4% | $4,693-11.9% | $2,241+84.5% |
| Participant deferral / active EE | $11,677 | $6,709+74.0% | $7,997+46.0% | $3,767+210.0% |
| Admin fee / account holder | $1 | $2,767-99.9% | $13,435-100.0% | $2,969-99.9% |