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 7-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 | $4,259 | $66,310-93.6% | $93,606-95.4% | $65,185-93.5% |
| Participation rate | 96.9% | 74.0%+22.9pp | 75.8%+21.1pp | 70.2%+26.7pp |
| Annual return | 0.00% | 42.58%-42.6pp | 32.76%-32.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,352 | $2,012-32.8% | $2,718-50.3% | $2,177-37.9% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |