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 | $284,200 | $74,347+282.3% | $93,606+203.6% | $67,579+320.5% |
| Participation rate | 99.2% | 80.6%+18.6pp | 75.8%+23.4pp | 71.3%+27.9pp |
| Annual return | 27.19% | 28.07%-0.9pp | 32.76%-5.6pp | 378.56%-351.4pp |
| Employer contribution / active EE | $5,039 | $2,583+95.1% | $2,718+85.4% | $2,148+134.6% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |