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.
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 | $18,674 | $73,638-74.6% | $108,410-82.8% | $79,386-76.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | -61.27% | 33.27%-94.5pp | 905.27%-966.5pp | 116.85%-178.1pp |
| Employer contribution / active EE | $4,145 | $2,397+72.9% | $3,558+16.5% | $2,427+70.7% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,295-100.0% | $626-100.0% |