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 | $13,787 | $60,776-77.3% | $85,682-83.9% | $79,386-82.6% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 12.40% | 16.57%-4.2pp | 21.49%-9.1pp | 116.85%-104.5pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,195 | $2,919-59.0% | $3,923-69.5% | $4,046-70.5% |
| Admin fee / account holder | $9 | $438-97.9% | $6,873-99.9% | $626-98.5% |