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.
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 | $11,545 | $41,510-72.2% | $84,966-86.4% | $99,062-88.3% |
| Participation rate | 98.7% | 35.3%+63.4pp | 67.5%+31.2pp | 71.6%+27.1pp |
| Annual return | -8.58% | 17.38%-26.0pp | 66.38%-75.0pp | 17.66%-26.2pp |
| Employer contribution / active EE | $1,814 | $1,137+59.5% | $2,727-33.5% | $3,262-44.4% |
| Participant deferral / active EE | $0 | $2,246-100.0% | $4,519-100.0% | $5,331-100.0% |
| Admin fee / account holder | $0 | $175-100.0% | $6,149-100.0% | $109-100.0% |