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 | $341,256 | $57,921+489.2% | $84,750+302.7% | $57,658+491.9% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 70.2%+26.9pp |
| Annual return | 21.53% | 10.24%+11.3pp | 22.78%-1.3pp | 5.13%+16.4pp |
| Employer contribution / active EE | $16,586 | $2,598+538.3% | $3,574+364.0% | $1,974+740.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-99.9% | $5,332-100.0% | $95-99.9% |