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 | $289,716 | $81,248+256.6% | $155,509+86.3% | $80,856+258.3% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 18.45% | 33.31%-14.9pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $15,211 | $3,100+390.6% | $4,672+225.5% | $2,755+452.2% |
| Participant deferral / active EE | $1,555 | $3,452-54.9% | $5,626-72.4% | $4,296-63.8% |
| Admin fee / account holder | $19 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |