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.
Employer 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 | $4,482 | $71,802-93.8% | $133,980-96.7% | $57,658-92.2% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.1%+11.0pp | 70.2%+27.8pp |
| Annual return | 7.63% | 13.51%-5.9pp | 29.30%-21.7pp | 5.13%+2.5pp |
| Employer contribution / active EE | $347 | $3,161-89.0% | $5,211-93.3% | $1,974-82.4% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |