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 | $385,717 | $106,236+263.1% | $112,228+243.7% | $64,808+495.2% |
| Participation rate | 99.3% | 71.7%+27.7pp | 75.1%+24.3pp | 71.5%+27.9pp |
| Annual return | 5.44% | -6.02%+11.5pp | 27.45%-22.0pp | 32.82%-27.4pp |
| Employer contribution / active EE | $9,261 | $3,166+192.5% | $3,635+154.8% | $2,506+269.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |