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 | $5,251 | $67,411-92.2% | $91,001-94.2% | $70,131-92.5% |
| Participation rate | 98.7% | 71.4%+27.4pp | 75.6%+23.1pp | 69.5%+29.2pp |
| Annual return | 8.30% | -40.16%+48.5pp | 4.60%+3.7pp | 73.14%-64.8pp |
| Employer contribution / active EE | $520 | $1,786-70.9% | $2,456-78.8% | $2,342-77.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |