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 6-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 | $839,724 | $88,083+853.3% | $164,813+409.5% | $74,495+1027.2% |
| Participation rate | 99.6% | 73.0%+26.5pp | 78.6%+21.0pp | 67.2%+32.4pp |
| Annual return | -5.81% | 17.26%-23.1pp | 69.93%-75.7pp | 1364.94%-1370.8pp |
| Employer contribution / active EE | $5,709 | $2,593+120.2% | $4,341+31.5% | $2,623+117.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |