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 | $8,403 | $34,677-75.8% | $77,024-89.1% | $64,808-87.0% |
| Participation rate | 95.9% | 49.8%+46.1pp | 67.9%+28.0pp | 71.5%+24.5pp |
| Annual return | -15.19% | -5.33%-9.9pp | 42.32%-57.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,719 | $1,370+25.5% | $2,812-38.9% | $2,506-31.4% |
| Participant deferral / active EE | $671 | $2,556-73.8% | $4,426-84.8% | $4,310-84.4% |
| Admin fee / account holder | $100 | $179-44.1% | $5,425-98.2% | $188-46.8% |