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 9-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 | $388,252 | $58,926+558.9% | $97,226+299.3% | $74,495+421.2% |
| Participation rate | 94.6% | 63.5%+31.1pp | 72.7%+21.9pp | 67.2%+27.4pp |
| Annual return | -12.92% | 16.04%-29.0pp | 75.13%-88.1pp | 1364.94%-1377.9pp |
| Employer contribution / active EE | $9,657 | $1,894+409.9% | $2,729+253.9% | $2,623+268.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $1,974-99.9% | $5,654-100.0% | $1,942-99.9% |