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 | $408,565 | $75,284+442.7% | $91,001+349.0% | $69,631+486.8% |
| Participation rate | 98.8% | 80.4%+18.5pp | 75.6%+23.2pp | 70.7%+28.2pp |
| Annual return | 110.07% | 48.40%+61.7pp | 4.60%+105.5pp | 27571.02%-27461.0pp |
| Employer contribution / active EE | $5,087 | $2,473+105.7% | $2,456+107.1% | $2,032+150.3% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |