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 | $445,942 | $82,978+437.4% | $129,995+243.0% | $71,457+524.1% |
| Participation rate | 99.1% | 74.1%+25.0pp | 78.5%+20.6pp | 67.9%+31.1pp |
| Annual return | 19.85% | 20.60%-0.7pp | -137.18%+157.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $22,246 | $2,622+748.6% | $4,320+415.0% | $2,588+759.7% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $10 | $1,729-99.4% | $10,614-99.9% | $1,587-99.4% |