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 | $63,948 | $104,475-38.8% | $159,436-59.9% | $79,386-19.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 18.41% | 67.95%-49.5pp | 263.57%-245.2pp | 116.85%-98.4pp |
| Employer contribution / active EE | $2,523 | $3,417-26.2% | $4,829-47.8% | $2,427+3.9% |
| Participant deferral / active EE | $4,385 | $6,467-32.2% | $7,352-40.4% | $4,046+8.4% |
| Admin fee / account holder | $5 | $711-99.3% | $10,799-100.0% | $626-99.2% |