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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $263,072 | $56,629+364.6% | $77,999+237.3% | $55,167+376.9% |
| Participation rate | 96.4% | 73.3%+23.1pp | 75.5%+20.9pp | 69.0%+27.4pp |
| Annual return | 28.02% | 2866.98%-2839.0pp | 425.96%-397.9pp | 169.23%-141.2pp |
| Employer contribution / active EE | $7,003 | $1,723+306.4% | $2,470+183.5% | $1,963+256.8% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |