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 9-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 | $307,494 | $63,442+384.7% | $68,791+347.0% | $66,914+359.5% |
| Participation rate | 74.8% | 60.0%+14.9pp | 69.0%+5.8pp | 69.8%+5.0pp |
| Annual return | 7.29% | -8.29%+15.6pp | -6.38%+13.7pp | 1.58%+5.7pp |
| Employer contribution / active EE | $7,358 | $1,775+314.6% | $2,655+177.1% | $2,544+189.2% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |