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 | $33,087 | $130,194-74.6% | $169,993-80.5% | $71,457-53.7% |
| Participation rate | 90.2% | 86.1%+4.1pp | 87.0%+3.2pp | 67.9%+22.3pp |
| Annual return | -5.67% | 20.37%-26.0pp | 53.37%-59.0pp | 28.85%-34.5pp |
| Employer contribution / active EE | $3,224 | $4,381-26.4% | $6,785-52.5% | $2,588+24.6% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |