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 | $32,667 | $76,670-57.4% | $96,683-66.2% | $71,457-54.3% |
| Participation rate | 96.4% | 66.6%+29.8pp | 74.3%+22.0pp | 67.9%+28.5pp |
| Annual return | 881.16% | 48.29%+832.9pp | 35.69%+845.5pp | 28.85%+852.3pp |
| Employer contribution / active EE | $6,360 | $3,031+109.8% | $3,737+70.2% | $2,588+145.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |