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 | $27,490 | $63,924-57.0% | $108,579-74.7% | $55,167-50.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 7.37% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $660 | $1,879-64.9% | $3,758-82.4% | $1,963-66.4% |
| Participant deferral / active EE | $3,509 | $3,067+14.4% | $4,311-18.6% | $3,054+14.9% |
| Admin fee / account holder | $163 | $618-73.6% | $7,645-97.9% | $504-67.6% |