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 | $13,081 | $99,957-86.9% | $149,696-91.3% | $73,488-82.2% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 27.31% | 53.87%-26.6pp | 276.60%-249.3pp | 28.51%-1.2pp |
| Employer contribution / active EE | $735 | $3,191-77.0% | $4,644-84.2% | $2,270-67.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |