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 | $262,699 | $122,239+114.9% | $184,203+42.6% | $74,495+252.6% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 9.85% | 19.95%-10.1pp | 28.81%-19.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $11,664 | $4,537+157.1% | $6,427+81.5% | $2,623+344.7% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |