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 5-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 | $156,882 | $88,634+77.0% | $101,326+54.8% | $74,304+111.1% |
| Participation rate | 92.9% | 76.9%+16.0pp | 81.5%+11.4pp | 60.3%+32.5pp |
| Annual return | 20.74% | 33.10%-12.4pp | 36.82%-16.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $11,178 | $2,930+281.4% | $3,665+205.0% | $2,241+398.7% |
| Participant deferral / active EE | $14,290 | $7,322+95.2% | $7,994+78.8% | $3,767+279.3% |
| Admin fee / account holder | $6 | $2,425-99.7% | $11,185-99.9% | $2,969-99.8% |