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 7-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 | $6,011 | $71,192-91.6% | $117,854-94.9% | $62,292-90.3% |
| Participation rate | 94.7% | 74.2%+20.5pp | 79.7%+15.0pp | 69.5%+25.2pp |
| Annual return | -48.01% | 18.66%-66.7pp | 335.08%-383.1pp | 28.90%-76.9pp |
| Employer contribution / active EE | $1,629 | $1,934-15.8% | $3,786-57.0% | $2,042-20.2% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $587-99.8% | $8,020-100.0% | $479-99.7% |