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 | $426,510 | $64,119+565.2% | $112,228+280.0% | $66,914+537.4% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.1%+22.4pp | 69.8%+27.7pp |
| Annual return | 219.27% | -13.81%+233.1pp | 27.45%+191.8pp | 1.58%+217.7pp |
| Employer contribution / active EE | $33,908 | $3,005+1028.2% | $3,635+832.9% | $2,544+1232.7% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $625-99.9% | $6,410-100.0% | $593-99.9% |