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 | $344,696 | $77,660+343.8% | $109,143+215.8% | $79,386+334.2% |
| Participation rate | 92.3% | 67.8%+24.5pp | 75.9%+16.4pp | 70.7%+21.6pp |
| Annual return | 24.25% | 23.44%+0.8pp | 25.75%-1.5pp | 116.85%-92.6pp |
| Employer contribution / active EE | $2,916 | $2,797+4.3% | $3,722-21.6% | $2,427+20.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |