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 | $9,375 | $87,013-89.2% | $106,213-91.2% | $80,856-88.4% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.6%+27.6pp |
| Annual return | -51.01% | 17.05%-68.1pp | 116.14%-167.2pp | 35.59%-86.6pp |
| Employer contribution / active EE | $2,810 | $2,395+17.3% | $3,171-11.4% | $2,755+2.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |