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 9-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 | $28,635 | $79,428-63.9% | $106,548-73.1% | $79,386-63.9% |
| Participation rate | 74.4% | 74.1%+0.3pp | 76.1%-1.7pp | 70.7%+3.7pp |
| Annual return | 27.96% | 18.27%+9.7pp | 26.80%+1.2pp | 116.85%-88.9pp |
| Employer contribution / active EE | $2,502 | $2,234+12.0% | $2,819-11.2% | $2,427+3.1% |
| Participant deferral / active EE | $5,033 | $3,823+31.7% | $4,398+14.4% | $4,046+24.4% |
| Admin fee / account holder | $12 | $523-97.7% | $7,407-99.8% | $626-98.1% |