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 | $68,481 | $80,724-15.2% | $103,333-33.7% | $74,495-8.1% |
| Participation rate | 96.5% | 65.7%+30.8pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 102.89% | 27.56%+75.3pp | 24.88%+78.0pp | 1364.94%-1262.1pp |
| Employer contribution / active EE | $6,247 | $3,157+97.9% | $3,868+61.5% | $2,623+138.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $8 | $2,368-99.7% | $8,355-99.9% | $1,942-99.6% |