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 | $22,271 | $79,428-72.0% | $106,548-79.1% | $79,386-71.9% |
| Participation rate | 99.4% | 74.1%+25.3pp | 76.1%+23.3pp | 70.7%+28.7pp |
| Annual return | -11.08% | 18.27%-29.3pp | 26.80%-37.9pp | 116.85%-127.9pp |
| Employer contribution / active EE | $1,113 | $2,234-50.2% | $2,819-60.5% | $2,427-54.1% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |