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 | $16,414 | $75,183-78.2% | $123,892-86.8% | $55,167-70.2% |
| Participation rate | 97.5% | 72.8%+24.7pp | 81.4%+16.1pp | 69.0%+28.6pp |
| Annual return | 4.06% | 19.01%-15.0pp | 47.52%-43.5pp | 169.23%-165.2pp |
| Employer contribution / active EE | $2,155 | $2,823-23.7% | $4,617-53.3% | $1,963+9.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |