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 4-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 | $34,964 | $119,446-70.7% | $150,045-76.7% | $85,563-59.1% |
| Participation rate | 98.3% | 75.4%+22.9pp | 82.3%+16.0pp | 66.0%+32.4pp |
| Annual return | 226.22% | 23.72%+202.5pp | 62.55%+163.7pp | 31.51%+194.7pp |
| Employer contribution / active EE | $13,843 | $4,078+239.4% | $4,693+195.0% | $2,654+421.7% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $4 | $548-99.2% | $13,435-100.0% | $834-99.5% |