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 9-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 | $7,494 | $44,960-83.3% | $84,966-91.2% | $74,495-89.9% |
| Participation rate | 92.2% | 49.4%+42.8pp | 67.5%+24.7pp | 67.2%+25.0pp |
| Annual return | 29.61% | 26.24%+3.4pp | 66.38%-36.8pp | 1364.94%-1335.3pp |
| Employer contribution / active EE | $592 | $1,457-59.4% | $2,727-78.3% | $2,623-77.4% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |