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 | $132,145 | $71,050+86.0% | $93,606+41.2% | $80,856+63.4% |
| Participation rate | 95.7% | 60.4%+35.2pp | 68.7%+26.9pp | 67.6%+28.0pp |
| Annual return | 10.24% | 11.26%-1.0pp | 133.20%-123.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $6,279 | $1,564+301.6% | $2,420+159.5% | $2,755+127.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10 | $6,945-99.9% | $8,285-99.9% | $6,918-99.9% |