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 | $376,232 | $65,908+470.8% | $81,812+359.9% | $77,643+384.6% |
| Participation rate | 98.4% | 65.8%+32.6pp | 72.3%+26.0pp | 70.6%+27.8pp |
| Annual return | 33.84% | 26.64%+7.2pp | 773.79%-739.9pp | 31.24%+2.6pp |
| Employer contribution / active EE | $4,621 | $2,370+94.9% | $2,912+58.7% | $2,726+69.5% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $526-100.0% | $7,386-100.0% | $430-100.0% |