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 | $126,867 | $82,917+53.0% | $103,333+22.8% | $77,643+63.4% |
| Participation rate | 99.2% | 71.6%+27.6pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | 21.17% | 19.13%+2.0pp | 24.88%-3.7pp | 31.24%-10.1pp |
| Employer contribution / active EE | $9,164 | $3,552+158.0% | $3,868+136.9% | $2,726+236.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $38 | $638-94.1% | $8,355-99.5% | $430-91.2% |