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 10-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 | $237,909 | $62,603+280.0% | $104,294+128.1% | $66,914+255.5% |
| Participation rate | 99.1% | 59.6%+39.5pp | 73.3%+25.9pp | 69.8%+29.3pp |
| Annual return | 5.31% | -14.70%+20.0pp | 24.61%-19.3pp | 1.58%+3.7pp |
| Employer contribution / active EE | $16,798 | $1,972+752.0% | $3,372+398.2% | $2,544+560.2% |
| Participant deferral / active EE | $0 | $2,853-100.0% | $4,625-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |