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 5-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 | $579,210 | $81,460+611.0% | $103,333+460.5% | $80,856+616.3% |
| Participation rate | 99.0% | 66.8%+32.1pp | 74.5%+24.4pp | 67.6%+31.3pp |
| Annual return | 39.79% | 25.55%+14.2pp | 24.88%+14.9pp | 35.59%+4.2pp |
| Employer contribution / active EE | $7,394 | $3,105+138.1% | $3,868+91.2% | $2,755+168.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |