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 | $48,284 | $121,341-60.2% | $189,513-74.5% | $79,386-39.2% |
| Participation rate | 95.5% | 86.1%+9.4pp | 87.8%+7.7pp | 70.7%+24.8pp |
| Annual return | 15.06% | 21.08%-6.0pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,802 | $3,915-54.0% | $6,162-70.8% | $2,427-25.8% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |