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 | $8,618 | $49,915-82.7% | $154,803-94.4% | $74,304-88.4% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 14.26% | 34.06%-19.8pp | 58.88%-44.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $394 | $1,611-75.6% | $4,305-90.9% | $2,241-82.4% |
| Participant deferral / active EE | $577 | $2,255-74.4% | $5,540-89.6% | $3,767-84.7% |
| Admin fee / account holder | $3 | $2,189-99.9% | $14,329-100.0% | $2,969-99.9% |