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 | $334,154 | $85,135+292.5% | $98,907+237.8% | $73,409+355.2% |
| Participation rate | 98.7% | 81.1%+17.6pp | 76.0%+22.7pp | 72.2%+26.5pp |
| Annual return | 28.95% | 19.14%+9.8pp | 196.43%-167.5pp | 59.29%-30.3pp |
| Employer contribution / active EE | $5,055 | $2,721+85.8% | $2,689+88.0% | $2,234+126.3% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,642-100.0% | $158-100.0% |