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 10-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 | $254,059 | $59,107+329.8% | $86,436+193.9% | $68,494+270.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.70% | -0.23%-16.5pp | 4394.89%-4411.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $10,488 | $2,519+316.4% | $3,769+178.3% | $2,596+304.0% |
| Participant deferral / active EE | $9,770 | $5,901+65.6% | $6,952+40.6% | $4,027+142.6% |
| Admin fee / account holder | $50 | $5,637-99.1% | $6,731-99.3% | $5,403-99.1% |