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 | $306,476 | $96,484+217.6% | $156,263+96.1% | $74,304+312.5% |
| Participation rate | 98.9% | 67.7%+31.2pp | 78.9%+20.0pp | 60.3%+38.5pp |
| Annual return | 9.99% | 17.73%-7.7pp | 59.47%-49.5pp | 29.43%-19.4pp |
| Employer contribution / active EE | $13,889 | $2,528+449.3% | $4,333+220.5% | $2,241+519.7% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $3 | $3,728-99.9% | $14,255-100.0% | $2,969-99.9% |