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.
Participant contribution per participant 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 | $9,200 | $46,360-80.2% | $147,614-93.8% | $52,331-82.4% |
| Participation rate | 97.5% | 64.9%+32.6pp | 84.6%+12.9pp | 68.1%+29.4pp |
| Annual return | 1.65% | 1.62%0pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $808 | $2,126-62.0% | $5,564-85.5% | $1,882-57.1% |
| Participant deferral / active EE | $540 | $2,258-76.1% | $4,895-89.0% | $3,022-82.1% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |