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 8-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 | $108,382 | $121,341-10.7% | $189,513-42.8% | $79,386+36.5% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.8%+5.2pp | 70.7%+22.3pp |
| Annual return | 20.05% | 21.08%-1.0pp | 555.15%-535.1pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,820 | $3,915-53.5% | $6,162-70.5% | $2,427-25.0% |
| Participant deferral / active EE | $6,139 | $6,395-4.0% | $8,221-25.3% | $4,046+51.7% |
| Admin fee / account holder | $3 | $651-99.5% | $12,045-100.0% | $626-99.5% |