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 | $1,010,106 | $94,529+968.6% | $140,016+621.4% | $64,186+1473.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.82% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.5pp |
| Employer contribution / active EE | $32,341 | $3,812+748.3% | $5,606+476.9% | $2,381+1258.4% |
| Participant deferral / active EE | $17,139 | $5,250+226.4% | $6,927+147.4% | $3,470+394.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |