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 | $79,486 | $73,102+8.7% | $123,544-35.7% | $56,287+41.2% |
| Participation rate | 99.0% | 74.3%+24.7pp | 82.3%+16.7pp | 69.9%+29.2pp |
| Annual return | 15.25% | 3.01%+12.2pp | 119.20%-103.9pp | -9.96%+25.2pp |
| Employer contribution / active EE | $9,805 | $2,977+229.4% | $4,628+111.9% | $2,111+364.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |