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 | $16,682 | $56,102-70.3% | $101,794-83.6% | $102,872-83.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 69.2%+30.8pp | 73.0%+27.0pp |
| Annual return | -7.49% | 14.06%-21.6pp | 30.53%-38.0pp | 19.06%-26.5pp |
| Employer contribution / active EE | $1,358 | $1,380-1.6% | $2,289-40.7% | $3,526-61.5% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $262-100.0% | $8,777-100.0% | $292-100.0% |