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 8-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 | $293,270 | $58,264+403.3% | $86,612+238.6% | $71,457+310.4% |
| Participation rate | 93.1% | 65.0%+28.1pp | 71.7%+21.4pp | 67.9%+25.2pp |
| Annual return | 68.59% | 21.63%+47.0pp | 591.07%-522.5pp | 28.85%+39.7pp |
| Employer contribution / active EE | $842 | $2,574-67.3% | $3,022-72.1% | $2,588-67.4% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |