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 | $45,023 | $86,944-48.2% | $107,525-58.1% | $74,304-39.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 50.33% | 23.52%+26.8pp | 181.32%-131.0pp | 29.43%+20.9pp |
| Employer contribution / active EE | $7,625 | $2,757+176.6% | $3,754+103.2% | $2,241+240.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |