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 | $366,260 | $60,545+504.9% | $92,233+297.1% | $69,631+426.0% |
| Participation rate | 99.0% | 72.2%+26.9pp | 76.5%+22.5pp | 70.7%+28.3pp |
| Annual return | 13.56% | 19.71%-6.1pp | 176.28%-162.7pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $18,112 | $2,633+587.8% | $3,679+392.3% | $2,032+791.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |