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 | $3,401 | $44,960-92.4% | $84,966-96.0% | $74,495-95.4% |
| Participation rate | 96.5% | 49.4%+47.1pp | 67.5%+29.0pp | 67.2%+29.3pp |
| Annual return | 1.46% | 26.24%-24.8pp | 66.38%-64.9pp | 1364.94%-1363.5pp |
| Employer contribution / active EE | $1,405 | $1,457-3.6% | $2,727-48.5% | $2,623-46.4% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $78 | $2,209-96.5% | $6,149-98.7% | $1,942-96.0% |