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 | $374,065 | $56,443+562.7% | $83,848+346.1% | $55,725+571.3% |
| Participation rate | 98.7% | 72.0%+26.7pp | 76.1%+22.5pp | 70.9%+27.8pp |
| Annual return | 15.25% | 393.67%-378.4pp | 850.88%-835.6pp | 244.93%-229.7pp |
| Employer contribution / active EE | $19,919 | $2,682+642.8% | $3,631+448.6% | $2,078+858.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |