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 | $736,568 | $92,971+692.3% | $96,683+661.8% | $74,419+889.8% |
| Participation rate | 96.7% | 71.5%+25.1pp | 74.3%+22.3pp | 70.7%+26.0pp |
| Annual return | 23.65% | 37.49%-13.8pp | 35.69%-12.0pp | 34.38%-10.7pp |
| Employer contribution / active EE | $16,402 | $3,426+378.8% | $3,737+338.9% | $2,637+521.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |