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 | $3,197 | $91,190-96.5% | $178,490-98.2% | $79,858-96.0% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 16.22% | 24.19%-8.0pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $393 | $3,256-87.9% | $5,011-92.2% | $2,471-84.1% |
| Participant deferral / active EE | $942 | $3,236-70.9% | $5,202-81.9% | $3,740-74.8% |
| Admin fee / account holder | $15 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |