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 6-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 | $15,436 | $56,485-72.7% | $185,823-91.7% | $86,799-82.2% |
| Participation rate | 96.4% | 65.5%+30.9pp | 81.7%+14.7pp | 72.3%+24.1pp |
| Annual return | -23.04% | 118.04%-141.1pp | 122.05%-145.1pp | 97.91%-121.0pp |
| Employer contribution / active EE | $2,493 | $1,843+35.3% | $5,167-51.8% | $2,405+3.6% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $3 | $150-98.2% | $16,237-100.0% | $170-98.4% |