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 | $89,909 | $75,388+19.3% | $123,544-27.2% | $55,725+61.3% |
| Participation rate | 99.7% | 75.7%+24.0pp | 82.3%+17.4pp | 70.9%+28.8pp |
| Annual return | 9.86% | 4.48%+5.4pp | 119.20%-109.3pp | 244.93%-235.1pp |
| Employer contribution / active EE | $6,214 | $3,063+102.8% | $4,628+34.3% | $2,078+199.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |