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.
Participant contribution per participant 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 | $14,168 | $72,482-80.5% | $129,110-89.0% | $64,808-78.1% |
| Participation rate | 95.6% | 79.2%+16.3pp | 77.3%+18.3pp | 71.5%+24.1pp |
| Annual return | -5.19% | -9.08%+3.9pp | -10.94%+5.8pp | 32.82%-38.0pp |
| Employer contribution / active EE | $2,619 | $4,247-38.3% | $5,052-48.2% | $2,506+4.5% |
| Participant deferral / active EE | $2,439 | $5,679-57.0% | $6,542-62.7% | $4,310-43.4% |
| Admin fee / account holder | $8 | $144-94.3% | $14,302-99.9% | $188-95.6% |