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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,344 | $82,917-81.5% | $103,333-85.2% | $77,643-80.2% |
| Participation rate | 80.2% | 71.6%+8.6pp | 74.5%+5.6pp | 70.6%+9.6pp |
| Annual return | 16.00% | 19.13%-3.1pp | 24.88%-8.9pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,160 | $3,552-11.0% | $3,868-18.3% | $2,726+15.9% |
| Participant deferral / active EE | $668 | $4,108-83.7% | $5,057-86.8% | $4,647-85.6% |
| Admin fee / account holder | $9 | $638-98.6% | $8,355-99.9% | $430-97.9% |