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 | $693,773 | $88,634+682.7% | $101,326+584.7% | $74,304+833.7% |
| Participation rate | 99.4% | 76.9%+22.5pp | 81.5%+17.9pp | 60.3%+39.0pp |
| Annual return | 25.58% | 33.10%-7.5pp | 36.82%-11.2pp | 29.43%-3.9pp |
| Employer contribution / active EE | $10,356 | $2,930+253.4% | $3,665+182.5% | $2,241+362.1% |
| Participant deferral / active EE | $0 | $7,322-100.0% | $7,994-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |