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 7-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 | $5,445 | $69,010-92.1% | $159,960-96.6% | $68,494-92.1% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -14.35% | -9.65%-4.7pp | 408.60%-423.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,866 | $4,212-8.2% | $6,182-37.5% | $4,027-4.0% |
| Admin fee / account holder | $16 | $4,798-99.7% | $8,698-99.8% | $5,403-99.7% |