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 7-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 | $249,730 | $88,890+180.9% | $102,423+143.8% | $77,643+221.6% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.2pp |
| Annual return | 20.21% | 24.98%-4.8pp | 29.32%-9.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $10,492 | $2,698+288.9% | $3,023+247.0% | $2,726+284.9% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |