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 10-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 | $320 | $31,424-99.0% | $81,478-99.6% | $69,631-99.5% |
| Participation rate | 90.8% | 50.8%+39.9pp | 68.0%+22.8pp | 70.7%+20.1pp |
| Annual return | -805.58% | 22.44%-828.0pp | 38.78%-844.4pp | 27571.02%-28376.6pp |
| Employer contribution / active EE | $3,622 | $1,029+252.0% | $2,568+41.1% | $2,032+78.3% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |