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 | $15,985 | $49,451-67.7% | $79,550-79.9% | $66,914-76.1% |
| Participation rate | 91.3% | 61.3%+30.0pp | 69.5%+21.8pp | 69.8%+21.5pp |
| Annual return | -15.48% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,037 | $1,266-18.1% | $2,413-57.0% | $2,544-59.2% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $595-99.8% | $6,832-100.0% | $593-99.8% |