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 9-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 | $20,336 | $86,225-76.4% | $146,665-86.1% | $86,799-76.6% |
| Participation rate | 94.7% | 78.0%+16.7pp | 80.1%+14.6pp | 72.3%+22.4pp |
| Annual return | -13.86% | 31.23%-45.1pp | 22.74%-36.6pp | 97.91%-111.8pp |
| Employer contribution / active EE | $9,347 | $2,392+290.8% | $4,136+126.0% | $2,405+288.6% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |