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 3-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 | $0 | $82,546-100.0% | $140,016-100.0% | $75,289-100.0% |
| Participation rate | 93.4% | 88.4%+5.0pp | 87.5%+5.9pp | 72.4%+20.9pp |
| Annual return | -103.79% | -0.36%-103.4pp | 651.12%-754.9pp | -0.04%-103.7pp |
| Employer contribution / active EE | $3,637 | $3,856-5.7% | $5,606-35.1% | $2,405+51.2% |
| Participant deferral / active EE | $9,316 | $5,731+62.5% | $6,927+34.5% | $3,739+149.2% |
| Admin fee / account holder | $69 | $86-19.2% | $10,705-99.4% | $102-32.3% |