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 | $11,704 | $82,202-85.8% | $125,339-90.7% | $64,808-81.9% |
| Participation rate | 85.9% | 77.9%+8.1pp | 82.4%+3.6pp | 71.5%+14.5pp |
| Annual return | -12.29% | 3.48%-15.8pp | 572.05%-584.3pp | 32.82%-45.1pp |
| Employer contribution / active EE | $3,269 | $3,615-9.6% | $4,814-32.1% | $2,506+30.5% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |