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 | $255,596 | $91,407+179.6% | $135,903+88.1% | $71,457+257.7% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 17.08% | 29.90%-12.8pp | 68.23%-51.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,914 | $3,703+5.7% | $4,856-19.4% | $2,588+51.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $29 | $1,266-97.7% | $10,762-99.7% | $1,587-98.1% |