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 | $529,871 | $49,922+961.4% | $80,569+557.7% | $75,163+605.0% |
| Participation rate | 93.5% | 55.3%+38.2pp | 67.0%+26.5pp | 67.2%+26.3pp |
| Annual return | 13.14% | 34.69%-21.5pp | 935.43%-922.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,751 | $1,698+62.0% | $2,723+1.0% | $2,670+3.0% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |