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.
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 | $15,301 | $122,239-87.5% | $184,203-91.7% | $74,495-79.5% |
| Participation rate | 98.0% | 85.5%+12.6pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | -20.89% | 19.95%-40.8pp | 28.81%-49.7pp | 1364.94%-1385.8pp |
| Employer contribution / active EE | $5,637 | $4,537+24.2% | $6,427-12.3% | $2,623+114.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |