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 10-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 | $23,703 | $82,202-71.2% | $125,339-81.1% | $64,808-63.4% |
| Participation rate | 88.3% | 77.9%+10.4pp | 82.4%+5.9pp | 71.5%+16.8pp |
| Annual return | 47.42% | 3.48%+43.9pp | 572.05%-524.6pp | 32.82%+14.6pp |
| Employer contribution / active EE | $1,072 | $3,615-70.3% | $4,814-77.7% | $2,506-57.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $6 | $163-96.0% | $10,010-99.9% | $188-96.6% |