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 | $140,091 | $60,323+132.2% | $81,812+71.2% | $74,495+88.1% |
| Participation rate | 75.2% | 62.9%+12.4pp | 72.3%+2.9pp | 67.2%+8.0pp |
| Annual return | 12.66% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,467 | $2,620-5.9% | $2,912-15.3% | $2,623-6.0% |
| Participant deferral / active EE | $5,540 | $3,387+63.5% | $4,319+28.3% | $4,346+27.5% |
| Admin fee / account holder | $8 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |