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 | $8,390 | $58,828-85.7% | $77,999-89.2% | $62,891-86.7% |
| Participation rate | 94.9% | 71.1%+23.9pp | 75.5%+19.4pp | 69.3%+25.6pp |
| Annual return | 14.61% | 17.16%-2.6pp | 425.96%-411.4pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,177 | $1,672-29.6% | $2,470-52.3% | $2,281-48.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |