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 | $71,584 | $106,028-32.5% | $146,958-51.3% | $77,643-7.8% |
| Participation rate | 77.8% | 78.4%-0.5pp | 82.2%-4.3pp | 70.6%+7.3pp |
| Annual return | 14.04% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,476 | $4,063-63.7% | $4,933-70.1% | $2,726-45.8% |
| Participant deferral / active EE | $5,102 | $7,990-36.1% | $8,070-36.8% | $4,647+9.8% |
| Admin fee / account holder | $0 | $337-99.9% | $12,998-100.0% | $430-99.9% |