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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,800 | $54,701-93.1% | $86,188-95.6% | $71,457-94.7% |
| Participation rate | 92.2% | 60.1%+32.0pp | 69.0%+23.2pp | 67.9%+24.2pp |
| Annual return | -86.89% | 20.06%-107.0pp | 1168.45%-1255.3pp | 28.85%-115.7pp |
| Employer contribution / active EE | $3,162 | $1,265+149.9% | $2,380+32.9% | $2,588+22.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |