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 | $784,313 | $81,537+861.9% | $149,718+423.9% | $69,631+1026.4% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+28.9pp |
| Annual return | 14.87% | 22.79%-7.9pp | 1501.63%-1486.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $31,299 | $3,239+866.3% | $5,445+474.8% | $2,032+1440.2% |
| Participant deferral / active EE | $13,953 | $4,994+179.4% | $6,569+112.4% | $3,224+332.8% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |