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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,728 | $30,588+199.9% | $53,898+70.2% | $85,563+7.2% |
| Participation rate | 99.7% | 26.3%+73.3pp | 55.0%+44.7pp | 66.0%+33.7pp |
| Annual return | 1.42% | 50.42%-49.0pp | 528.60%-527.2pp | 31.51%-30.1pp |
| Employer contribution / active EE | $12,593 | $436+2788.8% | $932+1251.1% | $2,654+374.6% |
| Participant deferral / active EE | $0 | $848-100.0% | $1,826-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,879-100.0% | $2,491-100.0% | $834-100.0% |