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 | $219,274 | $55,636+294.1% | $81,983+167.5% | $73,488+198.4% |
| Participation rate | 98.5% | 62.3%+36.2pp | 69.2%+29.2pp | 70.7%+27.8pp |
| Annual return | 38.56% | 19.07%+19.5pp | 41.31%-2.7pp | 28.51%+10.0pp |
| Employer contribution / active EE | $2,571 | $1,625+58.3% | $2,498+2.9% | $2,270+13.2% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |