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 3-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 | $23,403 | $82,978-71.8% | $129,995-82.0% | $71,457-67.2% |
| Participation rate | 99.6% | 74.1%+25.5pp | 78.5%+21.1pp | 67.9%+31.6pp |
| Annual return | 48.15% | 20.60%+27.5pp | -137.18%+185.3pp | 28.85%+19.3pp |
| Employer contribution / active EE | $185 | $2,622-93.0% | $4,320-95.7% | $2,588-92.9% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |