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 | $112,528 | $49,915+125.4% | $154,803-27.3% | $74,304+51.4% |
| Participation rate | 93.8% | 54.0%+39.8pp | 78.1%+15.7pp | 60.3%+33.4pp |
| Annual return | 13.46% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $4,466 | $1,611+177.2% | $4,305+3.7% | $2,241+99.3% |
| Participant deferral / active EE | $6,289 | $2,255+178.9% | $5,540+13.5% | $3,767+66.9% |
| Admin fee / account holder | $36 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |