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 | $257,116 | $241,101+6.6% | $103,333+148.8% | $199,593+28.8% |
| Participation rate | 97.4% | 78.3%+19.1pp | 74.5%+22.8pp | 72.0%+25.4pp |
| Annual return | 41.76% | 17.80%+24.0pp | 24.88%+16.9pp | 34.25%+7.5pp |
| Employer contribution / active EE | $14,730 | $4,244+247.0% | $3,868+280.8% | $3,034+385.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |