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 | $53,475 | $79,171-32.5% | $102,423-47.8% | $74,495-28.2% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 13.88% | 54.93%-41.1pp | 29.32%-15.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,380 | $2,362-41.6% | $3,023-54.3% | $2,623-47.4% |
| Participant deferral / active EE | $2,953 | $4,415-33.1% | $5,053-41.6% | $4,346-32.1% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |