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.
Employer 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 | $18,336 | $65,557-72.0% | $64,056-71.4% | $71,457-74.3% |
| Participation rate | 85.4% | 73.2%+12.2pp | 72.3%+13.1pp | 67.9%+17.4pp |
| Annual return | 12.04% | 18.94%-6.9pp | 33.69%-21.7pp | 28.85%-16.8pp |
| Employer contribution / active EE | $522 | $2,669-80.4% | $2,747-81.0% | $2,588-79.8% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4 | $616-99.3% | $3,068-99.9% | $1,587-99.7% |