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 | $8,941 | $73,102-87.8% | $123,544-92.8% | $56,287-84.1% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.3pp | 69.9%+29.7pp |
| Annual return | -6.11% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $37 | $2,977-98.8% | $4,628-99.2% | $2,111-98.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |