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 | $288,540 | $58,879+390.1% | $178,490+61.7% | $73,488+292.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.20% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $11,666 | $2,236+421.7% | $5,011+132.8% | $2,270+413.9% |
| Participant deferral / active EE | $2,761 | $2,567+7.5% | $5,202-46.9% | $3,740-26.2% |
| Admin fee / account holder | $21 | $400-94.6% | $13,984-99.8% | $513-95.8% |