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 | $26,186 | $87,870-70.2% | $113,168-76.9% | $74,304-64.8% |
| Participation rate | 99.4% | 70.7%+28.6pp | 76.6%+22.8pp | 60.3%+39.0pp |
| Annual return | -2.10% | 26.44%-28.5pp | 24.27%-26.4pp | 29.43%-31.5pp |
| Employer contribution / active EE | $1,162 | $2,277-49.0% | $2,975-60.9% | $2,241-48.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |