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 | $28,228 | $73,638-61.7% | $108,410-74.0% | $79,386-64.4% |
| Participation rate | 76.3% | 77.4%-1.1pp | 80.1%-3.9pp | 70.7%+5.6pp |
| Annual return | 21.65% | 33.27%-11.6pp | 905.27%-883.6pp | 116.85%-95.2pp |
| Employer contribution / active EE | $4,063 | $2,397+69.5% | $3,558+14.2% | $2,427+67.4% |
| Participant deferral / active EE | $8,347 | $6,218+34.2% | $6,563+27.2% | $4,046+106.3% |
| Admin fee / account holder | $4 | $638-99.3% | $7,295-99.9% | $626-99.3% |