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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $330,824 | $98,727+235.1% | $113,168+192.3% | $85,563+286.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 25.27% | 17.43%+7.8pp | 24.27%+1.0pp | 31.51%-6.2pp |
| Employer contribution / active EE | $355 | $2,907-87.8% | $2,975-88.1% | $2,654-86.6% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |