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 | $441,427 | $77,197+471.8% | $86,874+408.1% | $93,030+374.5% |
| Participation rate | 99.1% | 78.2%+20.9pp | 71.6%+27.4pp | 73.9%+25.2pp |
| Annual return | 16.07% | 16.31%-0.2pp | 63.52%-47.5pp | 158.70%-142.6pp |
| Employer contribution / active EE | $16,806 | $2,514+568.4% | $2,495+573.5% | $2,706+521.1% |
| Participant deferral / active EE | $12,316 | $3,831+221.5% | $3,699+233.0% | $4,562+169.9% |
| Admin fee / account holder | $0 | $105-100.0% | $5,828-100.0% | $152-100.0% |