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 4-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 | $3,450 | $58,926-94.1% | $97,226-96.5% | $74,495-95.4% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | -141.70% | 16.04%-157.7pp | 75.13%-216.8pp | 1364.94%-1506.6pp |
| Employer contribution / active EE | $6,894 | $1,894+264.0% | $2,729+152.6% | $2,623+162.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,346-100.0% |
| Admin fee / account holder | -$113,964 | $1,974-5874.0% | $5,654-2115.8% | $1,942-5969.2% |