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 | $272,257 | $102,317+166.1% | $146,958+85.3% | $80,856+236.7% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.2%+8.0pp | 67.6%+22.5pp |
| Annual return | 13.24% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $12,617 | $3,713+239.8% | $4,933+155.8% | $2,755+358.0% |
| Participant deferral / active EE | $9,258 | $6,644+39.4% | $8,070+14.7% | $4,296+115.5% |
| Admin fee / account holder | $25 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |