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 3-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 | $553,470 | $101,317+446.3% | $146,958+276.6% | $74,495+643.0% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 167.60% | 8730.91%-8563.3pp | 418.34%-250.7pp | 1364.94%-1197.3pp |
| Employer contribution / active EE | $17,554 | $3,810+360.7% | $4,933+255.9% | $2,623+569.2% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |