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 9-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 | $24,326 | $101,317-76.0% | $146,958-83.4% | $74,495-67.3% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 18.75% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $2,365 | $3,810-37.9% | $4,933-52.1% | $2,623-9.8% |
| Participant deferral / active EE | $5,624 | $7,303-23.0% | $8,070-30.3% | $4,346+29.4% |
| Admin fee / account holder | $91 | $1,739-94.8% | $12,998-99.3% | $1,942-95.3% |