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 | $475,804 | $87,870+441.5% | $113,168+320.4% | $74,304+540.3% |
| Participation rate | 97.7% | 70.7%+27.0pp | 76.6%+21.2pp | 60.3%+37.4pp |
| Annual return | 25.72% | 26.44%-0.7pp | 24.27%+1.5pp | 29.43%-3.7pp |
| Employer contribution / active EE | $1,809 | $2,277-20.5% | $2,975-39.2% | $2,241-19.3% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $9 | $3,368-99.7% | $12,068-99.9% | $2,969-99.7% |