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 | $5,770 | $23,119-75.0% | $71,086-91.9% | $75,289-92.3% |
| Participation rate | 100.0% | 36.3%+63.7pp | 54.7%+45.3pp | 72.4%+27.6pp |
| Annual return | 41.00% | -3.32%+44.3pp | 650.59%-609.6pp | -0.04%+41.0pp |
| Employer contribution / active EE | $219 | $399-45.2% | $1,088-79.9% | $2,405-90.9% |
| Participant deferral / active EE | $0 | $960-100.0% | $1,874-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $3,082-100.0% | $102-100.0% |