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 6-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 | $475,667 | $132,049+260.2% | $200,582+137.1% | $74,304+540.2% |
| Participation rate | 98.1% | 84.1%+14.1pp | 86.9%+11.2pp | 60.3%+37.8pp |
| Annual return | 15.69% | 22.22%-6.5pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $9,053 | $4,558+98.6% | $6,419+41.0% | $2,241+303.9% |
| Participant deferral / active EE | $13,975 | $7,213+93.8% | $9,331+49.8% | $3,767+271.0% |
| Admin fee / account holder | $9 | $2,405-99.6% | $16,305-99.9% | $2,969-99.7% |