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 | $4,978 | $59,054-91.6% | $97,226-94.9% | $77,643-93.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | -103.03% | 16.96%-120.0pp | 75.13%-178.2pp | 31.24%-134.3pp |
| Employer contribution / active EE | $11,228 | $1,742+544.6% | $2,729+311.5% | $2,726+311.9% |
| Participant deferral / active EE | $0 | $3,930-100.0% | $4,264-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $5,654-100.0% | $430-100.0% |