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 | $17,814 | $106,028-83.2% | $146,958-87.9% | $77,643-77.1% |
| Participation rate | 92.8% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 3.12% | 56.73%-53.6pp | 418.34%-415.2pp | 31.24%-28.1pp |
| Employer contribution / active EE | $1,591 | $4,063-60.9% | $4,933-67.8% | $2,726-41.6% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $7 | $337-97.9% | $12,998-99.9% | $430-98.3% |