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 | $312,168 | $89,248+249.8% | $136,007+129.5% | $74,495+319.0% |
| Participation rate | 98.5% | 69.4%+29.1pp | 76.5%+22.1pp | 67.2%+31.3pp |
| Annual return | -13.94% | 22.76%-36.7pp | 579.32%-593.3pp | 1364.94%-1378.9pp |
| Employer contribution / active EE | $17,843 | $2,838+528.8% | $4,217+323.2% | $2,623+580.2% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,025-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,942-100.0% |