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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $425,905 | $88,770+379.8% | $109,143+290.2% | $93,030+357.8% |
| Participation rate | 72.2% | 81.5%-9.3pp | 75.9%-3.7pp | 73.9%-1.7pp |
| Annual return | 22.80% | 60.64%-37.8pp | 25.75%-3.0pp | 158.70%-135.9pp |
| Employer contribution / active EE | $827 | $3,780-78.1% | $3,722-77.8% | $2,706-69.4% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,752-100.0% | $152-100.0% |