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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,719 | $73,004-55.2% | $90,749-63.9% | $68,494-52.2% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -15.32% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $881 | $2,193-59.8% | $2,921-69.8% | $2,596-66.1% |
| Participant deferral / active EE | $4,106 | $3,627+13.2% | $4,564-10.0% | $4,027+2.0% |
| Admin fee / account holder | $6 | $5,896-99.9% | $8,445-99.9% | $5,403-99.9% |