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.
Participant 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 | $7,489 | $42,894-82.5% | $60,874-87.7% | $68,494-89.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.05% | -13.98%+1.9pp | 16.90%-28.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $604 | $1,978-69.5% | $2,701-77.7% | $2,596-76.7% |
| Participant deferral / active EE | $719 | $2,867-74.9% | $3,817-81.2% | $4,027-82.1% |
| Admin fee / account holder | $4 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |