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 | $428,145 | $88,083+386.1% | $164,813+159.8% | $74,495+474.7% |
| Participation rate | 99.5% | 73.0%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 15.30% | 17.26%-2.0pp | 69.93%-54.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $24,944 | $2,593+862.0% | $4,341+474.6% | $2,623+851.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |