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 | $52,901 | $132,049-59.9% | $200,582-73.6% | $74,304-28.8% |
| Participation rate | 99.1% | 84.1%+15.1pp | 86.9%+12.2pp | 60.3%+38.8pp |
| Annual return | 15.76% | 22.22%-6.5pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,212 | $4,558-51.5% | $6,419-65.5% | $2,241-1.3% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |