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 | $416,145 | $65,435+536.0% | $86,677+380.1% | $66,914+521.9% |
| Participation rate | 98.2% | 75.5%+22.8pp | 76.6%+21.7pp | 69.8%+28.4pp |
| Annual return | 15.57% | -10.89%+26.5pp | 35.91%-20.3pp | 1.58%+14.0pp |
| Employer contribution / active EE | $5,111 | $2,153+137.4% | $2,836+80.2% | $2,544+100.9% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2 | $642-99.7% | $7,493-100.0% | $593-99.6% |