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 | $10,379 | $47,126-78.0% | $149,673-93.1% | $74,419-86.1% |
| Participation rate | 94.3% | 63.4%+30.9pp | 78.8%+15.5pp | 70.7%+23.6pp |
| Annual return | -8.69% | 22.75%-31.4pp | 134.42%-143.1pp | 34.38%-43.1pp |
| Employer contribution / active EE | $462 | $1,905-75.7% | $4,818-90.4% | $2,637-82.5% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |