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 | $143,252 | $104,317+37.3% | $159,436-10.2% | $86,799+65.0% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.8%+12.4pp | 72.3%+23.0pp |
| Annual return | 23.97% | 26.32%-2.3pp | 263.57%-239.6pp | 97.91%-73.9pp |
| Employer contribution / active EE | $20,971 | $3,451+507.7% | $4,829+334.2% | $2,405+771.8% |
| Participant deferral / active EE | $15,943 | $6,837+133.2% | $7,352+116.8% | $4,131+285.9% |
| Admin fee / account holder | $7 | $172-96.1% | $10,799-99.9% | $170-96.1% |