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 | $590,396 | $58,264+913.3% | $86,612+581.7% | $71,457+726.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.90% | 21.63%-2.7pp | 591.07%-572.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $36,176 | $2,574+1305.4% | $3,022+1096.9% | $2,588+1298.1% |
| Participant deferral / active EE | $7,895 | $3,436+129.8% | $4,438+77.9% | $4,289+84.1% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,614-100.0% | $1,587-99.9% |