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 | $18,314 | $98,780-81.5% | $60,874-69.9% | $77,904-76.5% |
| Participation rate | 98.5% | 76.7%+21.8pp | 73.1%+25.4pp | 73.7%+24.8pp |
| Annual return | 10.11% | -11.56%+21.7pp | 16.90%-6.8pp | 12.21%-2.1pp |
| Employer contribution / active EE | $2,883 | $3,605-20.0% | $2,701+6.7% | $2,848+1.2% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $3,224-100.0% | $133-100.0% |