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 | $596,621 | $102,317+483.1% | $146,958+306.0% | $80,856+637.9% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 14.45% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $14,781 | $3,713+298.1% | $4,933+199.6% | $2,755+436.5% |
| Participant deferral / active EE | $16,918 | $6,644+154.7% | $8,070+109.6% | $4,296+293.8% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |