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 | $720,851 | $84,936+748.7% | $111,297+547.7% | $79,386+808.0% |
| Participation rate | 99.6% | 75.9%+23.7pp | 77.3%+22.3pp | 70.7%+28.9pp |
| Annual return | 24.72% | 17.45%+7.3pp | 54.65%-29.9pp | 116.85%-92.1pp |
| Employer contribution / active EE | $5,581 | $1,979+182.0% | $2,731+104.4% | $2,427+129.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |