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 | $288,202 | $101,317+184.5% | $146,958+96.1% | $74,495+286.9% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 14.25% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,596 | $3,810-31.9% | $4,933-47.4% | $2,623-1.0% |
| Participant deferral / active EE | $7,822 | $7,303+7.1% | $8,070-3.1% | $4,346+80.0% |
| Admin fee / account holder | $51 | $1,739-97.1% | $12,998-99.6% | $1,942-97.4% |