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 4-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 | $1,950 | $49,915-96.1% | $154,803-98.7% | $74,304-97.4% |
| Participation rate | 91.2% | 54.0%+37.2pp | 78.1%+13.1pp | 60.3%+30.8pp |
| Annual return | 21.52% | 34.06%-12.5pp | 58.88%-37.4pp | 29.43%-7.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $736 | $2,255-67.4% | $5,540-86.7% | $3,767-80.5% |
| Admin fee / account holder | $11 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |