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 9-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 | $91,319 | $73,638+24.0% | $108,410-15.8% | $79,386+15.0% |
| Participation rate | 99.3% | 77.4%+21.9pp | 80.1%+19.2pp | 70.7%+28.6pp |
| Annual return | 32.70% | 33.27%-0.6pp | 905.27%-872.6pp | 116.85%-84.1pp |
| Employer contribution / active EE | $12,745 | $2,397+431.8% | $3,558+258.2% | $2,427+425.1% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,295-100.0% | $626-100.0% |