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 | $12,086 | $48,698-75.2% | $93,606-87.1% | $199,593-93.9% |
| Participation rate | 99.5% | 63.5%+36.0pp | 68.7%+30.8pp | 72.0%+27.6pp |
| Annual return | -41.62% | 15.34%-57.0pp | 133.20%-174.8pp | 34.25%-75.9pp |
| Employer contribution / active EE | $5,634 | $1,135+396.5% | $2,420+132.8% | $3,034+85.7% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |