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 | $12,173 | $52,953-77.0% | $172,739-93.0% | $65,185-81.3% |
| Participation rate | 85.9% | 66.2%+19.7pp | 82.6%+3.3pp | 70.2%+15.7pp |
| Annual return | -2.38% | 30.12%-32.5pp | 802.84%-805.2pp | 29.38%-31.8pp |
| Employer contribution / active EE | $1,950 | $2,190-10.9% | $5,143-62.1% | $2,177-10.4% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |