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 8-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 | $20,613 | $130,141-84.2% | $86,677-76.2% | $77,904-73.5% |
| Participation rate | 99.9% | 85.9%+14.0pp | 76.6%+23.3pp | 73.7%+26.2pp |
| Annual return | 4.67% | -12.75%+17.4pp | 35.91%-31.2pp | 12.21%-7.5pp |
| Employer contribution / active EE | $2,904 | $3,220-9.8% | $2,836+2.4% | $2,848+2.0% |
| Participant deferral / active EE | $7,505 | $5,757+30.4% | $4,656+61.2% | $4,806+56.2% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |