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 | $12,783 | $72,012-82.2% | $185,823-93.1% | $79,858-84.0% |
| Participation rate | 72.3% | 65.8%+6.6pp | 78.0%-5.7pp | 69.6%+2.7pp |
| Annual return | 17.94% | 23.12%-5.2pp | 35.95%-18.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $982 | $1,965-50.0% | $4,087-76.0% | $2,471-60.2% |
| Participant deferral / active EE | $1,670 | $3,779-55.8% | $5,632-70.3% | $3,740-55.3% |
| Admin fee / account holder | $18 | $4,513-99.6% | $9,500-99.8% | $5,306-99.7% |