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 | $344,652 | $88,890+287.7% | $102,423+236.5% | $77,643+343.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 23.53% | 24.98%-1.5pp | 29.32%-5.8pp | 31.24%-7.7pp |
| Employer contribution / active EE | $23,280 | $2,698+763.0% | $3,023+670.0% | $2,726+754.0% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $235-99.3% | $9,451-100.0% | $430-99.6% |