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 3-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 | $5,225 | $82,978-93.7% | $129,995-96.0% | $71,457-92.7% |
| Participation rate | 94.7% | 74.1%+20.6pp | 78.5%+16.2pp | 67.9%+26.8pp |
| Annual return | 0.00% | 20.60%-20.6pp | -137.18%+137.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $14,894 | $2,622+468.1% | $4,320+244.8% | $2,588+475.6% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |