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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,194 | $125,758+256.4% | $169,993+163.7% | $75,163+496.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.63% | 27.20%-7.6pp | 53.37%-33.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $23,546 | $4,615+410.2% | $6,785+247.0% | $2,670+782.0% |
| Participant deferral / active EE | $13,305 | $6,837+94.6% | $10,408+27.8% | $4,125+222.5% |
| Admin fee / account holder | $0 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |