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 | $436,874 | $81,474+436.2% | $133,956+226.1% | $73,488+494.5% |
| Participation rate | 99.5% | 76.4%+23.1pp | 79.8%+19.6pp | 70.7%+28.8pp |
| Annual return | 38.37% | 19.40%+19.0pp | 45.09%-6.7pp | 28.51%+9.9pp |
| Employer contribution / active EE | $5,248 | $2,209+137.5% | $3,919+33.9% | $2,270+131.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12 | $713-98.4% | $8,927-99.9% | $513-97.7% |