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 | $137,032 | $58,264+135.2% | $86,612+58.2% | $71,457+91.8% |
| Participation rate | 72.0% | 65.0%+7.0pp | 71.7%+0.3pp | 67.9%+4.0pp |
| Annual return | 15.48% | 21.63%-6.1pp | 591.07%-575.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,282 | $2,574-11.4% | $3,022-24.5% | $2,588-11.8% |
| Participant deferral / active EE | $5,364 | $3,436+56.1% | $4,438+20.9% | $4,289+25.1% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,614-99.9% | $1,587-99.5% |