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.
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 | $40,356 | $51,620-21.8% | $90,281-55.3% | $65,185-38.1% |
| Participation rate | 82.4% | 68.6%+13.8pp | 73.3%+9.1pp | 70.2%+12.2pp |
| Annual return | 20.58% | 24.94%-4.4pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $4,251 | $2,235+90.2% | $2,854+48.9% | $2,177+95.3% |
| Participant deferral / active EE | $2,466 | $2,871-14.1% | $3,885-36.5% | $3,514-29.8% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |