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 | $47,550 | $58,908-19.3% | $82,719-42.5% | - |
| Participation rate | 99.2% | 68.0%+31.2pp | 72.6%+26.6pp | - |
| Annual return | -13.35% | -8.97%-4.4pp | 701.18%-714.5pp | - |
| Employer contribution / active EE | $5,498 | $1,912+187.5% | $3,009+82.7% | - |
| Participant deferral / active EE | $7,966 | $2,996+165.9% | $4,395+81.3% | - |
| Admin fee / account holder | $0 | $4,022-100.0% | $5,329-100.0% | - |