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 | $296,297 | $66,302+346.9% | $110,238+168.8% | $56,287+426.4% |
| Participation rate | 95.8% | 74.9%+20.9pp | 79.8%+16.0pp | 69.9%+25.9pp |
| Annual return | 11.55% | -1.18%+12.7pp | 314.74%-303.2pp | -9.96%+21.5pp |
| Employer contribution / active EE | $20,875 | $2,047+919.7% | $3,826+445.6% | $2,111+888.9% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |