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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,367 | $105,581-85.4% | $70,449-78.2% | $90,288-83.0% |
| Participation rate | 97.6% | 77.5%+20.1pp | 75.1%+22.6pp | 73.4%+24.3pp |
| Annual return | 33.16% | 14.78%+18.4pp | 109.03%-75.9pp | 53.97%-20.8pp |
| Employer contribution / active EE | $2,641 | $3,304-20.1% | $2,737-3.5% | $2,524+4.6% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $3,845-100.0% | $114-100.0% |