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 4-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 | $2,556 | $84,936-97.0% | $111,297-97.7% | $79,386-96.8% |
| Participation rate | 92.3% | 75.9%+16.5pp | 77.3%+15.0pp | 70.7%+21.6pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.65%-54.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $4,498 | $1,979+127.3% | $2,731+64.7% | $2,427+85.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |