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 | $370,076 | $87,870+321.2% | $113,168+227.0% | $74,304+398.1% |
| Participation rate | 95.6% | 70.7%+24.8pp | 76.6%+19.0pp | 60.3%+35.2pp |
| Annual return | 4.85% | 26.44%-21.6pp | 24.27%-19.4pp | 29.43%-24.6pp |
| Employer contribution / active EE | $10,847 | $2,277+376.4% | $2,975+264.6% | $2,241+384.0% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $3 | $3,368-99.9% | $12,068-100.0% | $2,969-99.9% |