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 | $71,475 | $77,660-8.0% | $109,143-34.5% | $79,386-10.0% |
| Participation rate | 99.5% | 67.8%+31.7pp | 75.9%+23.6pp | 70.7%+28.8pp |
| Annual return | 51.99% | 23.44%+28.6pp | 25.75%+26.2pp | 116.85%-64.9pp |
| Employer contribution / active EE | $11,999 | $2,797+328.9% | $3,722+222.4% | $2,427+394.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |