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 8-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 | $284,221 | $45,031+531.2% | $84,966+234.5% | $77,643+266.1% |
| Participation rate | 99.4% | 48.7%+50.7pp | 67.5%+31.9pp | 70.6%+28.8pp |
| Annual return | 51.95% | 79.22%-27.3pp | 66.38%-14.4pp | 31.24%+20.7pp |
| Employer contribution / active EE | $13,447 | $1,609+735.6% | $2,727+393.1% | $2,726+393.3% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $5 | $912-99.5% | $6,149-99.9% | $430-98.9% |