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 | $22,855 | $80,753-71.7% | $136,294-83.2% | $62,292-63.3% |
| Participation rate | 97.4% | 73.5%+23.8pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 27.65% | 35.83%-8.2pp | 5155.94%-5128.3pp | 28.90%-1.2pp |
| Employer contribution / active EE | $4,005 | $2,884+38.9% | $4,695-14.7% | $2,042+96.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |