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 10-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 | $24,170 | $100,923-76.1% | $150,045-83.9% | $74,304-67.5% |
| Participation rate | 90.6% | 70.1%+20.5pp | 82.3%+8.3pp | 60.3%+30.3pp |
| Annual return | 18.62% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,147 | $3,463-38.0% | $4,693-54.3% | $2,241-4.2% |
| Participant deferral / active EE | $4,442 | $6,709-33.8% | $7,997-44.5% | $3,767+17.9% |
| Admin fee / account holder | $64 | $2,767-97.7% | $13,435-99.5% | $2,969-97.8% |