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 9-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 | $286,816 | $54,517+426.1% | $75,972+277.5% | $74,495+285.0% |
| Participation rate | 97.7% | 60.3%+37.4pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 2.29% | 31.82%-29.5pp | 359.55%-357.3pp | 1364.94%-1362.7pp |
| Employer contribution / active EE | $12,997 | $1,777+631.3% | $2,685+384.1% | $2,623+395.5% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |