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 6-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 | $4,910 | $59,584-91.8% | $86,874-94.3% | $79,386-93.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 16.68% | 23.15%-6.5pp | 63.52%-46.8pp | 116.85%-100.2pp |
| Employer contribution / active EE | $516 | $1,768-70.8% | $2,495-79.3% | $2,427-78.7% |
| Participant deferral / active EE | $1,508 | $3,036-50.3% | $3,699-59.2% | $4,046-62.7% |
| Admin fee / account holder | $24 | $604-96.1% | $5,828-99.6% | $626-96.2% |