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 4-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 | $262,356 | $98,727+165.7% | $113,168+131.8% | $85,563+206.6% |
| Participation rate | 98.5% | 80.8%+17.7pp | 76.6%+21.9pp | 66.0%+32.5pp |
| Annual return | 18.07% | 17.43%+0.6pp | 24.27%-6.2pp | 31.51%-13.4pp |
| Employer contribution / active EE | $2,753 | $2,907-5.3% | $2,975-7.5% | $2,654+3.8% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |