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 | $5,026 | $55,453-90.9% | $170,442-97.1% | $62,292-91.9% |
| Participation rate | 91.0% | 66.4%+24.6pp | 83.6%+7.4pp | 69.5%+21.5pp |
| Annual return | -27.88% | 21.38%-49.3pp | 205.93%-233.8pp | 28.90%-56.8pp |
| Employer contribution / active EE | $2,052 | $2,164-5.2% | $5,433-62.2% | $2,042+0.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |