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 | $77,623 | $57,651+34.6% | $112,229-30.8% | $71,457+8.6% |
| Participation rate | 98.1% | 58.9%+39.2pp | 72.4%+25.7pp | 67.9%+30.2pp |
| Annual return | 16.54% | 18.32%-1.8pp | 30.20%-13.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,752 | $1,913+96.1% | $3,430+9.4% | $2,588+45.0% |
| Participant deferral / active EE | $0 | $2,863-100.0% | $4,798-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,581-100.0% | $7,748-100.0% | $1,587-100.0% |