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 | $326,020 | $68,914+373.1% | $136,749+138.4% | $74,304+338.8% |
| Participation rate | 100.0% | 51.3%+48.7pp | 72.1%+27.9pp | 60.3%+39.7pp |
| Annual return | 1.45% | 16.34%-14.9pp | 24.33%-22.9pp | 29.43%-28.0pp |
| Employer contribution / active EE | $12,942 | $1,561+728.9% | $3,400+280.7% | $2,241+477.5% |
| Participant deferral / active EE | $0 | $2,541-100.0% | $4,692-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,149-100.0% | $11,386-100.0% | $2,969-100.0% |