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 8-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 | $333,422 | $108,549+207.2% | $156,263+113.4% | $85,563+289.7% |
| Participation rate | 99.7% | 77.1%+22.6pp | 78.9%+20.8pp | 66.0%+33.7pp |
| Annual return | 26.68% | 21.79%+4.9pp | 59.47%-32.8pp | 31.51%-4.8pp |
| Employer contribution / active EE | $13,901 | $2,690+416.9% | $4,333+220.8% | $2,654+423.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |