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 | $149,961 | $58,879+154.7% | $178,490-16.0% | $73,488+104.1% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 15.59% | 24.86%-9.3pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $11,481 | $2,236+413.4% | $5,011+129.1% | $2,270+405.8% |
| Participant deferral / active EE | $14,668 | $2,567+471.3% | $5,202+182.0% | $3,740+292.2% |
| Admin fee / account holder | $2 | $400-99.5% | $13,984-100.0% | $513-99.6% |