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 | $19,592 | $65,435-70.1% | $86,677-77.4% | $66,914-70.7% |
| Participation rate | 97.8% | 75.5%+22.3pp | 76.6%+21.2pp | 69.8%+28.0pp |
| Annual return | -17.51% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $772 | $2,153-64.1% | $2,836-72.8% | $2,544-69.7% |
| Participant deferral / active EE | $4,278 | $4,100+4.3% | $4,656-8.1% | $4,237+1.0% |
| Admin fee / account holder | $60 | $642-90.6% | $7,493-99.2% | $593-89.9% |