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 9-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,477 | $89,652-90.5% | $141,162-94.0% | $65,185-87.0% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.5%+16.4pp | 70.2%+28.7pp |
| Annual return | -8.35% | 32.79%-41.1pp | 71.39%-79.7pp | 29.38%-37.7pp |
| Employer contribution / active EE | $7,108 | $3,065+131.9% | $4,735+50.1% | $2,177+226.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |