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 | $10,657 | $43,466-75.5% | $90,951-88.3% | $90,288-88.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 35.79% | 25.26%+10.5pp | 134.60%-98.8pp | 53.97%-18.2pp |
| Employer contribution / active EE | $840 | $8400% | $2,122-60.4% | $2,524-66.7% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,959-100.0% | $114-100.0% |