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.
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 | $342,870 | $76,670+347.2% | $96,683+254.6% | $71,457+379.8% |
| Participation rate | 97.9% | 66.6%+31.4pp | 74.3%+23.6pp | 67.9%+30.0pp |
| Annual return | 28.89% | 48.29%-19.4pp | 35.69%-6.8pp | 28.85%0pp |
| Employer contribution / active EE | $19,753 | $3,031+551.6% | $3,737+428.6% | $2,588+663.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $2,028-99.9% | $6,730-100.0% | $1,587-99.9% |