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 | $32,397 | $71,192-54.5% | $117,854-72.5% | $62,292-48.0% |
| Participation rate | 98.6% | 74.2%+24.4pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 0.30% | 18.66%-18.4pp | 335.08%-334.8pp | 28.90%-28.6pp |
| Employer contribution / active EE | $4,379 | $1,934+126.5% | $3,786+15.7% | $2,042+114.4% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |