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 | $27,474 | $110,094-75.0% | $151,611-81.9% | $68,494-59.9% |
| Participation rate | 81.1% | 84.0%-2.9pp | 87.5%-6.4pp | 67.9%+13.2pp |
| Annual return | -21.02% | -10.12%-10.9pp | 3.33%-24.4pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,261 | $4,471-49.4% | $6,166-63.3% | $2,596-12.9% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |