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 | $14,447 | $57,921-75.1% | $84,750-83.0% | $57,658-74.9% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 70.2%+28.0pp |
| Annual return | 0.00% | 10.24%-10.2pp | 22.78%-22.8pp | 5.13%-5.1pp |
| Employer contribution / active EE | $14,294 | $2,598+450.1% | $3,574+299.9% | $1,974+624.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |