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 | $9,126 | $76,367-88.0% | $93,606-90.3% | $72,985-87.5% |
| Participation rate | 96.5% | 71.7%+24.7pp | 75.8%+20.6pp | 69.5%+27.0pp |
| Annual return | 1.17% | 25.82%-24.6pp | 32.76%-31.6pp | 81.00%-79.8pp |
| Employer contribution / active EE | $1,176 | $2,275-48.3% | $2,718-56.7% | $2,440-51.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |