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 5-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 | $3,721 | $54,229-93.1% | $70,092-94.7% | $68,494-94.6% |
| Participation rate | 91.1% | 64.5%+26.6pp | 70.5%+20.6pp | 67.9%+23.2pp |
| Annual return | 47.43% | -13.87%+61.3pp | 190.73%-143.3pp | -7.84%+55.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,941 | $2,956-34.3% | $3,849-49.6% | $4,027-51.8% |
| Admin fee / account holder | $39 | $4,694-99.2% | $6,267-99.4% | $5,403-99.3% |