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 | $936,765 | $71,142+1216.8% | $119,609+683.2% | $64,808+1345.4% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.3%+20.5pp | 71.5%+28.3pp |
| Annual return | 45.45% | -10.01%+55.5pp | -14.97%+60.4pp | 32.82%+12.6pp |
| Employer contribution / active EE | $4,759 | $2,497+90.5% | $4,232+12.5% | $2,506+89.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |