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 | $409,086 | $80,724+406.8% | $103,333+295.9% | $74,495+449.1% |
| Participation rate | 97.0% | 65.7%+31.4pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 18.48% | 27.56%-9.1pp | 24.88%-6.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $18,008 | $3,157+470.4% | $3,868+365.6% | $2,623+586.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,368-100.0% | $8,355-100.0% | $1,942-99.9% |