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 | $110,379 | $99,957+10.4% | $149,696-26.3% | $73,488+50.2% |
| Participation rate | 86.4% | 75.7%+10.7pp | 82.5%+3.9pp | 70.7%+15.7pp |
| Annual return | 22.23% | 53.87%-31.6pp | 276.60%-254.4pp | 28.51%-6.3pp |
| Employer contribution / active EE | $730 | $3,191-77.1% | $4,644-84.3% | $2,270-67.9% |
| Participant deferral / active EE | $7,137 | $6,073+17.5% | $6,842+4.3% | $3,740+90.8% |
| Admin fee / account holder | $36 | $551-93.4% | $9,309-99.6% | $513-92.9% |