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 | $95,869 | $55,416+73.0% | $75,972+26.2% | $77,643+23.5% |
| Participation rate | 97.3% | 63.6%+33.7pp | 69.1%+28.2pp | 70.6%+26.7pp |
| Annual return | 36.64% | 17.07%+19.6pp | 359.55%-322.9pp | 31.24%+5.4pp |
| Employer contribution / active EE | $611 | $1,788-65.8% | $2,685-77.2% | $2,726-77.6% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $5 | $414-98.8% | $6,467-99.9% | $430-98.8% |