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 | $391,319 | $91,517+327.6% | $101,248+286.5% | $73,409+433.1% |
| Participation rate | 98.2% | 73.8%+24.4pp | 75.8%+22.3pp | 72.2%+26.0pp |
| Annual return | 9.14% | 17.17%-8.0pp | 46.47%-37.3pp | 59.29%-50.2pp |
| Employer contribution / active EE | $21,382 | $2,877+643.3% | $3,660+484.3% | $2,234+857.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |