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 | $29,582 | $95,274-69.0% | $135,903-78.2% | $74,419-60.2% |
| Participation rate | 79.6% | 78.2%+1.4pp | 81.9%-2.3pp | 70.7%+8.8pp |
| Annual return | 25.44% | 32.77%-7.3pp | 68.23%-42.8pp | 34.38%-8.9pp |
| Employer contribution / active EE | $4,204 | $3,874+8.5% | $4,856-13.4% | $2,637+59.4% |
| Participant deferral / active EE | $7,815 | $7,782+0.4% | $7,758+0.7% | $4,528+72.6% |
| Admin fee / account holder | $6 | $266-97.7% | $10,762-99.9% | $348-98.2% |