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 | $122,387 | $58,908+107.8% | $82,719+48.0% | - |
| Participation rate | 73.7% | 68.0%+5.8pp | 72.6%+1.2pp | - |
| Annual return | -13.63% | -8.97%-4.7pp | 701.18%-714.8pp | - |
| Employer contribution / active EE | $2,285 | $1,912+19.5% | $3,009-24.0% | - |
| Participant deferral / active EE | $4,954 | $2,996+65.4% | $4,395+12.7% | - |
| Admin fee / account holder | $0 | $4,022-100.0% | $5,329-100.0% | - |