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 | $13,903 | $42,548-67.3% | $74,550-81.4% | $56,287-75.3% |
| Participation rate | 82.5% | 60.5%+22.0pp | 69.1%+13.4pp | 69.9%+12.7pp |
| Annual return | 0.55% | 12.40%-11.9pp | 32.53%-32.0pp | -9.96%+10.5pp |
| Employer contribution / active EE | $490 | $855-42.8% | $1,961-75.0% | $2,111-76.8% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |