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 | $87,243 | $42,353+106.0% | $79,550+9.7% | $64,808+34.6% |
| Participation rate | 97.3% | 64.8%+32.6pp | 69.5%+27.8pp | 71.5%+25.8pp |
| Annual return | 65.59% | -12.24%+77.8pp | 0.16%+65.4pp | 32.82%+32.8pp |
| Employer contribution / active EE | $599 | $1,181-49.3% | $2,413-75.2% | $2,506-76.1% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |