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 7-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 | $18,401 | $136,791-86.5% | $133,956-86.3% | - |
| Participation rate | 98.4% | 70.8%+27.6pp | 79.8%+18.6pp | - |
| Annual return | 0.00% | 9.25%-9.3pp | 45.09%-45.1pp | - |
| Employer contribution / active EE | $36,711 | $2,431+1410.2% | $3,919+836.8% | - |
| Participant deferral / active EE | $0 | $3,586-100.0% | $5,048-100.0% | - |
| Admin fee / account holder | $0 | $8,409-100.0% | $8,927-100.0% | - |