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 | $21,270 | $89,652-76.3% | $141,162-84.9% | $65,185-67.4% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.5%-0.7pp | 70.2%+11.6pp |
| Annual return | 8.20% | 32.79%-24.6pp | 71.39%-63.2pp | 29.38%-21.2pp |
| Employer contribution / active EE | $1,124 | $3,065-63.3% | $4,735-76.3% | $2,177-48.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |