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.
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 | $494,941 | $62,132+696.6% | $185,823+166.4% | $73,488+573.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 5.33% | 20.44%-15.1pp | 35.95%-30.6pp | 28.51%-23.2pp |
| Employer contribution / active EE | $24,586 | $1,681+1362.4% | $4,087+501.5% | $2,270+983.0% |
| Participant deferral / active EE | $0 | $3,711-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $9,500-100.0% | $513-100.0% |