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 | $6,944 | $44,229-84.3% | $155,790-95.5% | $55,191-87.4% |
| Participation rate | 77.3% | 60.8%+16.5pp | 76.1%+1.2pp | 69.2%+8.1pp |
| Annual return | -43.89% | 0.37%-44.3pp | 71.54%-115.4pp | 10.78%-54.7pp |
| Employer contribution / active EE | $3,526 | $1,317+167.6% | $3,836-8.1% | $1,899+85.7% |
| Participant deferral / active EE | $0 | $2,851-100.0% | $4,797-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $7,478-100.0% | $91-100.0% |