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 | $504,407 | $104,919+380.8% | $116,228+334.0% | $85,563+489.5% |
| Participation rate | 99.4% | 78.6%+20.8pp | 74.6%+24.8pp | 66.0%+33.4pp |
| Annual return | 39.52% | 15.38%+24.1pp | 90.06%-50.5pp | 31.51%+8.0pp |
| Employer contribution / active EE | $16,723 | $3,485+379.8% | $2,994+458.5% | $2,654+530.2% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $5 | $429-98.8% | $11,989-100.0% | $834-99.4% |