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 6-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 | $11,144 | $59,417-81.2% | $93,606-88.1% | $74,495-85.0% |
| Participation rate | 90.0% | 59.7%+30.4pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 8.54% | 81.83%-73.3pp | 133.20%-124.7pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $5,613 | $1,264+344.2% | $2,420+131.9% | $2,623+114.0% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |