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 | $266,275 | $86,944+206.3% | $107,525+147.6% | $74,304+258.4% |
| Participation rate | 99.4% | 59.6%+39.9pp | 75.1%+24.4pp | 60.3%+39.1pp |
| Annual return | -2.86% | 23.52%-26.4pp | 181.32%-184.2pp | 29.43%-32.3pp |
| Employer contribution / active EE | $12,758 | $2,757+362.8% | $3,754+239.9% | $2,241+469.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |