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 | $80,193 | $82,202-2.4% | $125,339-36.0% | $64,808+23.7% |
| Participation rate | 99.0% | 77.9%+21.2pp | 82.4%+16.7pp | 71.5%+27.6pp |
| Annual return | 28.24% | 3.48%+24.8pp | 572.05%-543.8pp | 32.82%-4.6pp |
| Employer contribution / active EE | $11,832 | $3,615+227.3% | $4,814+145.8% | $2,506+372.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |