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 | $158,306 | $55,415+185.7% | $155,509+1.8% | $74,495+112.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.86% | 268.50%-251.6pp | 64.67%-47.8pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $6,090 | $2,267+168.6% | $4,672+30.3% | $2,623+132.2% |
| Participant deferral / active EE | $3,310 | $2,836+16.7% | $5,626-41.2% | $4,346-23.8% |
| Admin fee / account holder | $19 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |