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 | $104,020 | $56,317+84.7% | $71,209+46.1% | $74,304+40.0% |
| Participation rate | 97.1% | 55.1%+42.0pp | 73.8%+23.4pp | 60.3%+36.8pp |
| Annual return | 16.21% | 42.83%-26.6pp | 282.51%-266.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $4,543 | $2,160+110.3% | $2,721+67.0% | $2,241+102.7% |
| Participant deferral / active EE | $12,612 | $2,788+352.4% | $4,175+202.1% | $3,767+234.8% |
| Admin fee / account holder | $14 | $2,290-99.4% | $5,349-99.7% | $2,969-99.5% |