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 | $1,716,819 | $86,944+1874.6% | $107,525+1496.7% | $74,304+2210.5% |
| Participation rate | 99.4% | 59.6%+39.8pp | 75.1%+24.3pp | 60.3%+39.0pp |
| Annual return | 75.36% | 23.52%+51.8pp | 181.32%-106.0pp | 29.43%+45.9pp |
| Employer contribution / active EE | $1,234 | $2,757-55.2% | $3,754-67.1% | $2,241-44.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |