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 7-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 | $7,930 | $42,886-81.5% | $88,946-91.1% | $85,563-90.7% |
| Participation rate | 100.0% | 37.9%+62.1pp | 68.8%+31.2pp | 66.0%+34.0pp |
| Annual return | 16.25% | 44.56%-28.3pp | 57.82%-41.6pp | 31.51%-15.3pp |
| Employer contribution / active EE | $616 | $1,147-46.3% | $2,555-75.9% | $2,654-76.8% |
| Participant deferral / active EE | $1,486 | $2,108-29.5% | $4,581-67.6% | $4,375-66.0% |
| Admin fee / account holder | $0 | $2,263-100.0% | $8,261-100.0% | $834-100.0% |