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.
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 | $39,482 | $122,239-67.7% | $184,203-78.6% | $74,495-47.0% |
| Participation rate | 77.1% | 85.5%-8.4pp | 86.8%-9.7pp | 67.2%+9.9pp |
| Annual return | 13.91% | 19.95%-6.0pp | 28.81%-14.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,070 | $4,537-54.4% | $6,427-67.8% | $2,623-21.1% |
| Participant deferral / active EE | $6,298 | $7,139-11.8% | $9,131-31.0% | $4,346+44.9% |
| Admin fee / account holder | $118 | $1,260-90.7% | $13,901-99.2% | $1,942-93.9% |