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 | $14,363 | $44,626-67.8% | $86,188-83.3% | $80,160-82.1% |
| Participation rate | 99.5% | 63.5%+36.0pp | 69.0%+30.6pp | 72.9%+26.6pp |
| Annual return | -47.35% | 19.61%-67.0pp | 1168.45%-1215.8pp | 40.38%-87.7pp |
| Employer contribution / active EE | $5,471 | $1,099+397.9% | $2,380+129.9% | $2,978+83.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,852-100.0% | $145-100.0% |