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 | $163,199 | $129,021+26.5% | $184,203-11.4% | $77,643+110.2% |
| Participation rate | 99.7% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.1pp |
| Annual return | 47.72% | 33.27%+14.4pp | 28.81%+18.9pp | 31.24%+16.5pp |
| Employer contribution / active EE | $3,726 | $4,413-15.6% | $6,427-42.0% | $2,726+36.7% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-99.8% | $13,901-100.0% | $430-99.9% |