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 | $30,857 | $98,727-68.7% | $113,168-72.7% | $85,563-63.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 28.93% | 17.43%+11.5pp | 24.27%+4.7pp | 31.51%-2.6pp |
| Employer contribution / active EE | $4,083 | $2,907+40.5% | $2,975+37.2% | $2,654+53.9% |
| Participant deferral / active EE | $4,470 | $5,424-17.6% | $5,107-12.5% | $4,375+2.2% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |