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 9-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 | $5,126 | $41,078-87.5% | $80,569-93.6% | $71,457-92.8% |
| Participation rate | 98.9% | 50.2%+48.6pp | 67.0%+31.9pp | 67.9%+30.9pp |
| Annual return | 9.12% | 38.45%-29.3pp | 935.43%-926.3pp | 28.85%-19.7pp |
| Employer contribution / active EE | $725 | $1,506-51.8% | $2,723-73.4% | $2,588-72.0% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |