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.
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 | $10,329 | $51,175-79.8% | $70,515-85.4% | $75,163-86.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.40% | 30.02%-17.6pp | 32.77%-20.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $477 | $1,826-73.9% | $2,973-84.0% | $2,670-82.1% |
| Participant deferral / active EE | $2,809 | $2,849-1.4% | $4,567-38.5% | $4,125-31.9% |
| Admin fee / account holder | $125 | $4,091-96.9% | $6,412-98.0% | $5,651-97.8% |