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 | $513,849 | $122,239+320.4% | $184,203+179.0% | $74,495+589.8% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 15.58% | 19.95%-4.4pp | 28.81%-13.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $27,632 | $4,537+509.0% | $6,427+329.9% | $2,623+953.5% |
| Participant deferral / active EE | $14,180 | $7,139+98.6% | $9,131+55.3% | $4,346+226.3% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |