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 | $410,108 | $86,655+373.3% | $119,609+242.9% | $66,914+512.9% |
| Participation rate | 82.6% | 75.6%+7.1pp | 79.3%+3.4pp | 69.8%+12.8pp |
| Annual return | 2.99% | -8.00%+11.0pp | -14.97%+18.0pp | 1.58%+1.4pp |
| Employer contribution / active EE | $19,324 | $2,536+662.0% | $4,232+356.6% | $2,544+659.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $7 | $755-99.0% | $10,323-99.9% | $593-98.8% |