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 | $21,850 | $101,317-78.4% | $146,958-85.1% | $74,495-70.7% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 14.99% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,296 | $3,810-13.5% | $4,933-33.2% | $2,623+25.6% |
| Participant deferral / active EE | $5,612 | $7,303-23.2% | $8,070-30.5% | $4,346+29.1% |
| Admin fee / account holder | $27 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |