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 | $7,657 | $40,113-80.9% | $84,015-90.9% | $77,787-90.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.0%+31.0pp | 73.2%+26.8pp |
| Annual return | 9.18% | 23.27%-14.1pp | 71.31%-62.1pp | 32.57%-23.4pp |
| Employer contribution / active EE | $740 | $847-12.7% | $1,983-62.7% | $2,504-70.5% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,967-100.0% |
| Admin fee / account holder | $2 | $92-97.4% | $6,101-100.0% | $100-97.7% |