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 | $248,315 | $55,415+348.1% | $155,509+59.7% | $74,495+233.3% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 22.78% | 268.50%-245.7pp | 64.67%-41.9pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $7,692 | $2,267+239.3% | $4,672+64.6% | $2,623+193.3% |
| Participant deferral / active EE | $4,705 | $2,836+65.9% | $5,626-16.4% | $4,346+8.3% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |