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 8-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 | $14,398 | $50,815-71.7% | $155,509-90.7% | $77,643-81.5% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+18.0pp | 70.6%+25.6pp |
| Annual return | 8.05% | 34.80%-26.8pp | 64.67%-56.6pp | 31.24%-23.2pp |
| Employer contribution / active EE | $2,299 | $1,993+15.4% | $4,672-50.8% | $2,726-15.6% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |