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 | $16,245 | $70,002-76.8% | $115,037-85.9% | $52,331-69.0% |
| Participation rate | 93.8% | 72.1%+21.7pp | 81.4%+12.4pp | 68.1%+25.7pp |
| Annual return | 65.89% | 4.04%+61.8pp | 26.14%+39.7pp | 4.54%+61.3pp |
| Employer contribution / active EE | $4,496 | $2,715+65.6% | $4,608-2.4% | $1,882+139.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |