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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,400 | $84,936-65.4% | $111,297-73.6% | $79,386-63.0% |
| Participation rate | 97.9% | 75.9%+22.0pp | 77.3%+20.5pp | 70.7%+27.2pp |
| Annual return | -17.26% | 17.45%-34.7pp | 54.65%-71.9pp | 116.85%-134.1pp |
| Employer contribution / active EE | $3,716 | $1,979+87.8% | $2,731+36.1% | $2,427+53.1% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $11 | $537-97.9% | $7,964-99.9% | $626-98.2% |