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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,346 | $82,978-59.8% | $129,995-74.3% | $71,457-53.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 122.36% | 20.60%+101.8pp | -137.18%+259.5pp | 28.85%+93.5pp |
| Employer contribution / active EE | $2,028 | $2,622-22.6% | $4,320-53.1% | $2,588-21.6% |
| Participant deferral / active EE | $3,539 | $4,432-20.2% | $5,820-39.2% | $4,289-17.5% |
| Admin fee / account holder | $20 | $1,729-98.8% | $10,614-99.8% | $1,587-98.7% |