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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,732 | $111,072+128.4% | $156,263+62.4% | $102,872+146.6% |
| Participation rate | 98.9% | 80.1%+18.8pp | 78.9%+20.0pp | 73.0%+25.9pp |
| Annual return | 41.48% | 16.98%+24.5pp | 59.47%-18.0pp | 19.06%+22.4pp |
| Employer contribution / active EE | $0 | $4,017-100.0% | $4,333-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $14,255-100.0% | $292-100.0% |