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 | $28,205 | $174,896-83.9% | $125,339-77.5% | - |
| Participation rate | 97.0% | 70.4%+26.6pp | 82.4%+14.6pp | - |
| Annual return | -6.31% | -12.90%+6.6pp | 572.05%-578.4pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,814-100.0% | - |
| Participant deferral / active EE | $16,139 | $6,354+154.0% | $7,446+116.7% | - |
| Admin fee / account holder | $1 | $56,117-100.0% | $10,010-100.0% | - |