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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,603 | $106,028-78.7% | $146,958-84.6% | $77,643-70.9% |
| Participation rate | 84.8% | 78.4%+6.4pp | 82.2%+2.6pp | 70.6%+14.2pp |
| Annual return | 59.51% | 56.73%+2.8pp | 418.34%-358.8pp | 31.24%+28.3pp |
| Employer contribution / active EE | $2,064 | $4,063-49.2% | $4,933-58.1% | $2,726-24.3% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |