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 | $18,302 | $104,317-82.5% | $159,436-88.5% | $86,799-78.9% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.9pp | 72.3%+26.4pp |
| Annual return | 7.99% | 26.32%-18.3pp | 263.57%-255.6pp | 97.91%-89.9pp |
| Employer contribution / active EE | $3,220 | $3,451-6.7% | $4,829-33.3% | $2,405+33.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $8 | $172-95.5% | $10,799-99.9% | $170-95.5% |