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 | $62,042 | $104,317-40.5% | $159,436-61.1% | $86,799-28.5% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.6pp | 72.3%+27.1pp |
| Annual return | 17.53% | 26.32%-8.8pp | 263.57%-246.0pp | 97.91%-80.4pp |
| Employer contribution / active EE | $2,768 | $3,451-19.8% | $4,829-42.7% | $2,405+15.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |