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 | $300,214 | $56,053+435.6% | $75,972+295.2% | $80,856+271.3% |
| Participation rate | 93.4% | 62.0%+31.4pp | 69.1%+24.4pp | 67.6%+25.8pp |
| Annual return | 51.67% | 20.53%+31.1pp | 359.55%-307.9pp | 35.59%+16.1pp |
| Employer contribution / active EE | $17,423 | $1,874+829.7% | $2,685+548.9% | $2,755+532.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |