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 8-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 | $12,716 | $44,960-71.7% | $84,966-85.0% | $74,495-82.9% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 12.92% | 26.24%-13.3pp | 66.38%-53.5pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,688 | $1,457+84.5% | $2,727-1.4% | $2,623+2.5% |
| Participant deferral / active EE | $1,149 | $2,731-57.9% | $4,519-74.6% | $4,346-73.6% |
| Admin fee / account holder | $54 | $2,209-97.5% | $6,149-99.1% | $1,942-97.2% |