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.
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 | $3,410 | $67,512-94.9% | $185,823-98.2% | $93,030-96.3% |
| Participation rate | 95.9% | 67.1%+28.8pp | 81.7%+14.2pp | 73.9%+22.0pp |
| Annual return | -0.07% | 21.04%-21.1pp | 122.05%-122.1pp | 158.70%-158.8pp |
| Employer contribution / active EE | $404 | $1,783-77.4% | $5,167-92.2% | $2,706-85.1% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,237-100.0% | $152-100.0% |