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 | $361,739 | $80,724+348.1% | $103,333+250.1% | $74,495+385.6% |
| Participation rate | 94.2% | 65.7%+28.5pp | 74.5%+19.7pp | 67.2%+27.0pp |
| Annual return | 34.61% | 27.56%+7.0pp | 24.88%+9.7pp | 1364.94%-1330.3pp |
| Employer contribution / active EE | $16,827 | $3,157+433.0% | $3,868+335.0% | $2,623+541.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5 | $2,368-99.8% | $8,355-99.9% | $1,942-99.7% |