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 | $287,818 | $101,317+184.1% | $146,958+95.9% | $74,495+286.4% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 10.28% | 8730.91%-8720.6pp | 418.34%-408.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $10,268 | $3,810+169.5% | $4,933+108.1% | $2,623+291.5% |
| Participant deferral / active EE | $11,689 | $7,303+60.0% | $8,070+44.8% | $4,346+169.0% |
| Admin fee / account holder | $15 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |