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 | $5,078 | $32,482-84.4% | $77,024-93.4% | $78,044-93.5% |
| Participation rate | 100.0% | 37.9%+62.1pp | 67.9%+32.1pp | 74.4%+25.6pp |
| Annual return | 11.70% | -7.74%+19.4pp | 42.32%-30.6pp | 10.87%+0.8pp |
| Employer contribution / active EE | $64 | $965-93.3% | $2,812-97.7% | $3,125-97.9% |
| Participant deferral / active EE | $0 | $2,316-100.0% | $4,426-100.0% | $5,084-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $5,425-100.0% | $79-100.0% |