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 7-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 | $251,954 | $108,549+132.1% | $156,263+61.2% | $85,563+194.5% |
| Participation rate | 99.4% | 77.1%+22.3pp | 78.9%+20.5pp | 66.0%+33.5pp |
| Annual return | 17.48% | 21.79%-4.3pp | 59.47%-42.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $15,349 | $2,690+470.7% | $4,333+254.2% | $2,654+478.4% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |