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.
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 | $105,939 | $95,274+11.2% | $135,903-22.0% | $74,419+42.4% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 21.09% | 32.77%-11.7pp | 68.23%-47.1pp | 34.38%-13.3pp |
| Employer contribution / active EE | $2,597 | $3,874-33.0% | $4,856-46.5% | $2,637-1.5% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |