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.
Participant contribution per participant 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 | $12,281 | $51,197-76.0% | $82,719-85.2% | $66,914-81.6% |
| Participation rate | 96.4% | 67.8%+28.6pp | 72.6%+23.9pp | 69.8%+26.6pp |
| Annual return | -9.53% | -9.64%+0.1pp | 701.18%-710.7pp | 1.58%-11.1pp |
| Employer contribution / active EE | $689 | $2,611-73.6% | $3,009-77.1% | $2,544-72.9% |
| Participant deferral / active EE | $515 | $3,458-85.1% | $4,395-88.3% | $4,237-87.8% |
| Admin fee / account holder | $81 | $416-80.5% | $5,329-98.5% | $593-86.4% |