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 | $533,833 | $42,810+1147.0% | $169,463+215.0% | $55,725+858.0% |
| Participation rate | 99.7% | 64.7%+34.9pp | 77.8%+21.9pp | 70.9%+28.8pp |
| Annual return | 4.21% | -3.61%+7.8pp | 1.83%+2.4pp | 244.93%-240.7pp |
| Employer contribution / active EE | $17,644 | $1,402+1158.7% | $4,159+324.2% | $2,078+749.0% |
| Participant deferral / active EE | $0 | $3,141-100.0% | $5,277-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $9,109-100.0% | $115-100.0% |