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 | $142,406 | $73,933+92.6% | $96,683+47.3% | $75,163+89.5% |
| Participation rate | 98.4% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.2pp |
| Annual return | 18.15% | 26.70%-8.6pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $15,114 | $2,928+416.2% | $3,737+304.5% | $2,670+466.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |