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 | $2,907 | $62,327-95.3% | $120,354-97.6% | $74,495-96.1% |
| Participation rate | 96.6% | 56.8%+39.8pp | 71.9%+24.7pp | 67.2%+29.4pp |
| Annual return | -241.45% | 18.61%-260.1pp | 107.15%-348.6pp | 1364.94%-1606.4pp |
| Employer contribution / active EE | $5,936 | $1,843+222.0% | $3,463+71.4% | $2,623+126.3% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,423-100.0% | $1,942-100.0% |