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 9-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 | $5,137 | $39,286-86.9% | $80,716-93.6% | $79,386-93.5% |
| Participation rate | 98.8% | 41.0%+57.8pp | 54.2%+44.6pp | 70.7%+28.1pp |
| Annual return | 17.23% | 98.95%-81.7pp | 87.28%-70.0pp | 116.85%-99.6pp |
| Employer contribution / active EE | $312 | $594-47.5% | $1,160-73.1% | $2,427-87.2% |
| Participant deferral / active EE | $1,617 | $1,264+28.0% | $2,146-24.6% | $4,046-60.0% |
| Admin fee / account holder | $18 | $647-97.2% | $3,380-99.5% | $626-97.1% |