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 4-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 | $29,223 | $88,083-66.8% | $164,813-82.3% | $74,495-60.8% |
| Participation rate | 95.1% | 73.0%+22.0pp | 78.6%+16.5pp | 67.2%+27.9pp |
| Annual return | 20.89% | 17.26%+3.6pp | 69.93%-49.0pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $1,751 | $2,593-32.5% | $4,341-59.7% | $2,623-33.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |