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 | $664,709 | $60,323+1001.9% | $81,812+712.5% | $74,495+792.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.46% | 16.90%+1.6pp | 773.79%-755.3pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $37,028 | $2,620+1313.1% | $2,912+1171.5% | $2,623+1311.7% |
| Participant deferral / active EE | $8,397 | $3,387+147.9% | $4,319+94.4% | $4,346+93.2% |
| Admin fee / account holder | $34 | $1,486-97.7% | $7,386-99.5% | $1,942-98.2% |