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 7-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 | $101,252 | $101,317-0.1% | $146,958-31.1% | $74,495+35.9% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 18.84% | 8730.91%-8712.1pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $2,456 | $3,810-35.5% | $4,933-50.2% | $2,623-6.4% |
| Participant deferral / active EE | $5,186 | $7,303-29.0% | $8,070-35.7% | $4,346+19.3% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |