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 | $258,191 | $91,407+182.5% | $135,903+90.0% | $71,457+261.3% |
| Participation rate | 90.1% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | 15.57% | 29.90%-14.3pp | 68.23%-52.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $8,788 | $3,703+137.3% | $4,856+81.0% | $2,588+239.6% |
| Participant deferral / active EE | $10,697 | $7,092+50.8% | $7,758+37.9% | $4,289+149.4% |
| Admin fee / account holder | $9 | $1,266-99.3% | $10,762-99.9% | $1,587-99.4% |