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 | $333,987 | $119,446+179.6% | $150,045+122.6% | $85,563+290.3% |
| Participation rate | 96.4% | 75.4%+21.0pp | 82.3%+14.1pp | 66.0%+30.4pp |
| Annual return | 16.23% | 23.72%-7.5pp | 62.55%-46.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,573 | $4,078-36.9% | $4,693-45.2% | $2,654-3.0% |
| Participant deferral / active EE | $12,718 | $7,985+59.3% | $7,997+59.0% | $4,375+190.7% |
| Admin fee / account holder | $16 | $548-97.1% | $13,435-99.9% | $834-98.1% |