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.
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 | $7,462 | $56,053-86.7% | $75,972-90.2% | $80,856-90.8% |
| Participation rate | 82.1% | 62.0%+20.1pp | 69.1%+13.1pp | 67.6%+14.5pp |
| Annual return | 12.05% | 20.53%-8.5pp | 359.55%-347.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,042 | $3,052-33.1% | $4,255-52.0% | $4,296-52.5% |
| Admin fee / account holder | $18 | $5,234-99.7% | $6,467-99.7% | $6,918-99.7% |