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 5-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.
Participant contribution per participant 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 | $2,563 | $101,317-97.5% | $146,958-98.3% | $74,495-96.6% |
| Participation rate | 84.0% | 75.5%+8.4pp | 82.2%+1.8pp | 67.2%+16.8pp |
| Annual return | 13.65% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,128 | $7,303-84.6% | $8,070-86.0% | $4,346-74.0% |
| Admin fee / account holder | $45 | $1,739-97.4% | $12,998-99.7% | $1,942-97.7% |