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 9-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 | $50,546 | $60,323-16.2% | $81,812-38.2% | $74,495-32.1% |
| Participation rate | 91.6% | 62.9%+28.8pp | 72.3%+19.3pp | 67.2%+24.4pp |
| Annual return | 14.08% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,707 | $2,620+41.5% | $2,912+27.3% | $2,623+41.3% |
| Participant deferral / active EE | $2,319 | $3,387-31.5% | $4,319-46.3% | $4,346-46.6% |
| Admin fee / account holder | $87 | $1,486-94.1% | $7,386-98.8% | $1,942-95.5% |