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 | $22,903 | $84,487-72.9% | $125,339-81.7% | $66,914-65.8% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.6pp | 69.8%+28.2pp |
| Annual return | -10.29% | -8.39%-1.9pp | 572.05%-582.3pp | 1.58%-11.9pp |
| Employer contribution / active EE | $3,514 | $3,553-1.1% | $4,814-27.0% | $2,544+38.1% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |