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 | $107,928 | $84,487+27.7% | $125,339-13.9% | $66,914+61.3% |
| Participation rate | 93.0% | 76.4%+16.6pp | 82.4%+10.6pp | 69.8%+23.2pp |
| Annual return | -14.24% | -8.39%-5.8pp | 572.05%-586.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,309 | $3,553+21.3% | $4,814-10.5% | $2,544+69.4% |
| Participant deferral / active EE | $9,323 | $6,781+37.5% | $7,446+25.2% | $4,237+120.0% |
| Admin fee / account holder | $223 | $685-67.4% | $10,010-97.8% | $593-62.3% |