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 | $18,353 | $59,417-69.1% | $93,606-80.4% | $74,495-75.4% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.04% | 81.83%-68.8pp | 133.20%-120.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,167 | $1,264-7.7% | $2,420-51.8% | $2,623-55.5% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $3,021-99.9% | $8,285-100.0% | $1,942-99.8% |