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 | $10,929 | $225,135-95.1% | $123,892-91.2% | - |
| Participation rate | 92.9% | 69.5%+23.4pp | 81.4%+11.5pp | - |
| Annual return | 26.29% | 8.01%+18.3pp | 47.52%-21.2pp | - |
| Employer contribution / active EE | $800 | $2,580-69.0% | $4,617-82.7% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $0 | $19,833-100.0% | $8,357-100.0% | - |