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 6-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 | $7,277 | $56,423-87.1% | $77,163-90.6% | $71,457-89.8% |
| Participation rate | 96.2% | 64.3%+31.9pp | 69.6%+26.6pp | 67.9%+28.3pp |
| Annual return | 19.02% | 19.05%0pp | 37.87%-18.9pp | 28.85%-9.8pp |
| Employer contribution / active EE | $582 | $1,866-68.8% | $2,535-77.0% | $2,588-77.5% |
| Participant deferral / active EE | $1,629 | $3,142-48.1% | $3,833-57.5% | $4,289-62.0% |
| Admin fee / account holder | $20 | $1,429-98.6% | $5,472-99.6% | $1,587-98.7% |