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 | $112,346 | $54,517+106.1% | $75,972+47.9% | $74,495+50.8% |
| Participation rate | 93.4% | 60.3%+33.1pp | 69.1%+24.4pp | 67.2%+26.2pp |
| Annual return | 11.00% | 31.82%-20.8pp | 359.55%-348.5pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $14,578 | $1,777+720.3% | $2,685+443.0% | $2,623+455.8% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |