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.
Participant contribution per participant 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 | $13,553 | $58,879-77.0% | $178,490-92.4% | $73,488-81.6% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 12.96% | 24.86%-11.9pp | 151.07%-138.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,592 | $2,236-28.8% | $5,011-68.2% | $2,270-29.9% |
| Participant deferral / active EE | $299 | $2,567-88.4% | $5,202-94.3% | $3,740-92.0% |
| Admin fee / account holder | $4 | $400-99.1% | $13,984-100.0% | $513-99.3% |