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 | $410,377 | $65,435+527.2% | $86,677+373.5% | $66,914+513.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 14.36% | -10.89%+25.2pp | 35.91%-21.5pp | 1.58%+12.8pp |
| Employer contribution / active EE | $14,711 | $2,153+583.2% | $2,836+418.6% | $2,544+478.2% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |