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 7-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 | $313,624 | $108,549+188.9% | $156,263+100.7% | $85,563+266.5% |
| Participation rate | 93.6% | 77.1%+16.5pp | 78.9%+14.7pp | 66.0%+27.7pp |
| Annual return | 10.54% | 21.79%-11.3pp | 59.47%-48.9pp | 31.51%-21.0pp |
| Employer contribution / active EE | $5,173 | $2,690+92.3% | $4,333+19.4% | $2,654+94.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $6 | $650-99.1% | $14,255-100.0% | $834-99.3% |