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 | $5,768 | $36,020-84.0% | $80,569-92.8% | $103,482-94.4% |
| Participation rate | 100.0% | 38.5%+61.5pp | 67.0%+33.0pp | 73.3%+26.7pp |
| Annual return | 23.23% | 63.68%-40.4pp | 935.43%-912.2pp | 33.11%-9.9pp |
| Employer contribution / active EE | $90 | $998-90.9% | $2,723-96.7% | $3,208-97.2% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $4,447-100.0% | $5,207-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $5,377-100.0% | $114-100.0% |