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 6-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.
Employer 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 | $3,687 | $49,915-92.6% | $154,803-97.6% | $74,304-95.0% |
| Participation rate | 86.1% | 54.0%+32.2pp | 78.1%+8.0pp | 60.3%+25.8pp |
| Annual return | 17.88% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,096 | $2,255-51.4% | $5,540-80.2% | $3,767-70.9% |
| Admin fee / account holder | $12 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |