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.
Employer 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 | $23,727 | $65,435-63.7% | $86,677-72.6% | $66,914-64.5% |
| Participation rate | 98.2% | 75.5%+22.8pp | 76.6%+21.6pp | 69.8%+28.4pp |
| Annual return | 29.02% | -10.89%+39.9pp | 35.91%-6.9pp | 1.58%+27.4pp |
| Employer contribution / active EE | $699 | $2,153-67.5% | $2,836-75.4% | $2,544-72.5% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |