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.
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 | $602,559 | $81,908+635.7% | $90,749+564.0% | $64,808+829.8% |
| Participation rate | 99.8% | 80.5%+19.3pp | 75.7%+24.1pp | 71.5%+28.3pp |
| Annual return | 8.73% | -12.53%+21.3pp | -12.16%+20.9pp | 32.82%-24.1pp |
| Employer contribution / active EE | $15,758 | $3,065+414.1% | $2,921+439.5% | $2,506+528.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |