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 | $26,770 | $77,813-65.6% | $123,544-78.3% | $64,186-58.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 14.31% | 12.48%+1.8pp | 119.20%-104.9pp | 7.63%+6.7pp |
| Employer contribution / active EE | $5,939 | $3,014+97.1% | $4,628+28.3% | $2,381+149.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $46 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |