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 3-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 | $6,347 | $81,460-92.2% | $103,333-93.9% | $80,856-92.2% |
| Participation rate | 77.0% | 66.8%+10.2pp | 74.5%+2.5pp | 67.6%+9.4pp |
| Annual return | 9.27% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,925 | $3,105-38.0% | $3,868-50.2% | $2,755-30.1% |
| Participant deferral / active EE | $1,682 | $3,869-56.5% | $5,057-66.7% | $4,296-60.9% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |