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 6-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 | $13,669 | $79,013-82.7% | $100,391-86.4% | $74,495-81.7% |
| Participation rate | 95.5% | 79.5%+16.1pp | 81.5%+14.1pp | 67.2%+28.3pp |
| Annual return | 16.55% | 20.41%-3.9pp | 49.20%-32.7pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,207 | $3,021-60.1% | $3,942-69.4% | $2,623-54.0% |
| Participant deferral / active EE | $6,295 | $7,760-18.9% | $8,082-22.1% | $4,346+44.9% |
| Admin fee / account holder | $10 | $1,320-99.2% | $7,899-99.9% | $1,942-99.5% |