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 3-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 | $174,152 | $55,415+214.3% | $155,509+12.0% | $74,495+133.8% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 84.79% | 268.50%-183.7pp | 64.67%+20.1pp | 1364.94%-1280.1pp |
| Employer contribution / active EE | $19,873 | $2,267+776.6% | $4,672+325.3% | $2,623+657.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |