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 4-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 | $34,782 | $106,028-67.2% | $146,958-76.3% | $77,643-55.2% |
| Participation rate | 90.3% | 78.4%+12.0pp | 82.2%+8.2pp | 70.6%+19.8pp |
| Annual return | 96.06% | 56.73%+39.3pp | 418.34%-322.3pp | 31.24%+64.8pp |
| Employer contribution / active EE | $3,158 | $4,063-22.3% | $4,933-36.0% | $2,726+15.9% |
| Participant deferral / active EE | $5,083 | $7,990-36.4% | $8,070-37.0% | $4,647+9.4% |
| Admin fee / account holder | $39 | $337-88.4% | $12,998-99.7% | $430-90.9% |