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 5-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 | $32,700 | $122,239-73.2% | $184,203-82.2% | $74,495-56.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 29.00% | 19.95%+9.1pp | 28.81%+0.2pp | 1364.94%-1335.9pp |
| Employer contribution / active EE | $6,890 | $4,537+51.8% | $6,427+7.2% | $2,623+162.7% |
| Participant deferral / active EE | $3,468 | $7,139-51.4% | $9,131-62.0% | $4,346-20.2% |
| Admin fee / account holder | $14 | $1,260-98.9% | $13,901-99.9% | $1,942-99.3% |