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 | $20,628 | $65,223-68.4% | $80,019-74.2% | $55,725-63.0% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 8.16% | 7.59%+0.6pp | 11.22%-3.1pp | 244.93%-236.8pp |
| Employer contribution / active EE | $1,125 | $2,544-55.8% | $2,468-54.4% | $2,078-45.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |