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 | $16,656 | $89,248-81.3% | $136,007-87.8% | $74,495-77.6% |
| Participation rate | 99.0% | 69.4%+29.6pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 12.54% | 22.76%-10.2pp | 579.32%-566.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,005 | $2,838-64.6% | $4,217-76.2% | $2,623-61.7% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,025-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,942-100.0% |