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 | $23,152 | $79,557-70.9% | $118,746-80.5% | $70,131-67.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 21.67% | 25.64%-4.0pp | 24.54%-2.9pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,726 | $4,089-8.9% | $5,332-30.1% | $3,332+11.8% |
| Admin fee / account holder | $117 | $5,374-97.8% | $10,720-98.9% | $4,645-97.5% |