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 7-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 | $8,645 | $55,416-84.4% | $75,972-88.6% | $77,643-88.9% |
| Participation rate | 71.3% | 63.6%+7.7pp | 69.1%+2.2pp | 70.6%+0.7pp |
| Annual return | 19.42% | 17.07%+2.3pp | 359.55%-340.1pp | 31.24%-11.8pp |
| Employer contribution / active EE | $684 | $1,788-61.7% | $2,685-74.5% | $2,726-74.9% |
| Participant deferral / active EE | $3,068 | $3,447-11.0% | $4,255-27.9% | $4,647-34.0% |
| Admin fee / account holder | $32 | $414-92.3% | $6,467-99.5% | $430-92.6% |