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 6-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 | $208,852 | $50,815+311.0% | $155,509+34.3% | $77,643+169.0% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.3pp | 70.6%+17.9pp |
| Annual return | 20.76% | 34.80%-14.0pp | 64.67%-43.9pp | 31.24%-10.5pp |
| Employer contribution / active EE | $5,048 | $1,993+153.3% | $4,672+8.0% | $2,726+85.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |