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 | $24,098 | $136,307-82.3% | $177,821-86.4% | $73,488-67.2% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.6pp |
| Annual return | 45.78% | 18.68%+27.1pp | 48.32%-2.5pp | 28.51%+17.3pp |
| Employer contribution / active EE | $3,833 | $3,712+3.3% | $5,918-35.2% | $2,270+68.9% |
| Participant deferral / active EE | $6,777 | $5,829+16.3% | $7,714-12.2% | $3,740+81.2% |
| Admin fee / account holder | $14 | $596-97.7% | $12,427-99.9% | $513-97.3% |