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 | $335,634 | $123,793+171.1% | $177,821+88.7% | $79,858+320.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.80% | 22.82%+2.0pp | 48.32%-23.5pp | 31.71%-6.9pp |
| Employer contribution / active EE | $31,267 | $4,095+663.5% | $5,918+428.3% | $2,471+1165.5% |
| Participant deferral / active EE | $11,725 | $5,956+96.8% | $7,714+52.0% | $3,740+213.5% |
| Admin fee / account holder | $6 | $7,243-99.9% | $12,427-100.0% | $5,306-99.9% |