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 | $113,769 | $96,486+17.9% | $153,485-25.9% | $77,643+46.5% |
| Participation rate | 97.6% | 81.6%+16.0pp | 77.1%+20.6pp | 70.6%+27.1pp |
| Annual return | 52.66% | 14.44%+38.2pp | 15.65%+37.0pp | 31.24%+21.4pp |
| Employer contribution / active EE | $9,113 | $5,224+74.5% | $5,039+80.9% | $2,726+234.3% |
| Participant deferral / active EE | $0 | $6,609-100.0% | $6,757-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $12,724-100.0% | $430-100.0% |