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 | $335,284 | $66,601+403.4% | $92,893+260.9% | $67,579+396.1% |
| Participation rate | 99.3% | 72.5%+26.8pp | 76.0%+23.3pp | 71.3%+28.0pp |
| Annual return | 35.82% | 92.58%-56.8pp | 109.41%-73.6pp | 378.56%-342.7pp |
| Employer contribution / active EE | $9,934 | $2,775+257.9% | $3,653+172.0% | $2,148+362.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |