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 | $35,133 | $113,293-69.0% | $67,502-48.0% | $199,593-82.4% |
| Participation rate | 95.1% | 73.3%+21.8pp | 72.9%+22.3pp | 72.0%+23.2pp |
| Annual return | 35.14% | 15.88%+19.3pp | 3512.12%-3477.0pp | 34.25%+0.9pp |
| Employer contribution / active EE | $4,257 | $3,401+25.2% | $2,731+55.9% | $3,034+40.3% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $3,998-100.0% | $269-100.0% |