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 | $35,036 | $106,028-67.0% | $146,958-76.2% | $77,643-54.9% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 18.93% | 56.73%-37.8pp | 418.34%-399.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $2,354 | $4,063-42.1% | $4,933-52.3% | $2,726-13.6% |
| Participant deferral / active EE | $4,290 | $7,990-46.3% | $8,070-46.8% | $4,647-7.7% |
| Admin fee / account holder | $99 | $337-70.6% | $12,998-99.2% | $430-76.9% |