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 | $364,265 | $44,960+710.2% | $84,966+328.7% | $74,495+389.0% |
| Participation rate | 97.4% | 49.4%+48.1pp | 67.5%+29.9pp | 67.2%+30.2pp |
| Annual return | 29.19% | 26.24%+3.0pp | 66.38%-37.2pp | 1364.94%-1335.7pp |
| Employer contribution / active EE | $16,596 | $1,457+1038.9% | $2,727+508.5% | $2,623+532.7% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |