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 8-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 | $301,867 | $77,660+288.7% | $109,143+176.6% | $79,386+280.3% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.4pp | 70.7%+28.5pp |
| Annual return | -9.16% | 23.44%-32.6pp | 25.75%-34.9pp | 116.85%-126.0pp |
| Employer contribution / active EE | $7,182 | $2,797+156.7% | $3,722+93.0% | $2,427+195.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |