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 | $305,675 | $79,013+286.9% | $100,391+204.5% | $74,495+310.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.90% | 20.41%-3.5pp | 49.20%-32.3pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $25,797 | $3,021+753.9% | $3,942+554.5% | $2,623+883.5% |
| Participant deferral / active EE | $12,573 | $7,760+62.0% | $8,082+55.6% | $4,346+189.3% |
| Admin fee / account holder | $20 | $1,320-98.5% | $7,899-99.8% | $1,942-99.0% |