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 | $5,048 | $46,732-89.2% | $156,549-96.8% | $55,167-90.8% |
| Participation rate | 87.8% | 65.8%+22.0pp | 84.0%+3.8pp | 69.0%+18.8pp |
| Annual return | -46.52% | 17.72%-64.2pp | 32.23%-78.7pp | 169.23%-215.7pp |
| Employer contribution / active EE | $2,125 | $2,105+0.9% | $5,501-61.4% | $1,963+8.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |