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.
Participant 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 | $16,823 | $65,435-74.3% | $86,677-80.6% | $66,914-74.9% |
| Participation rate | 83.5% | 75.5%+8.1pp | 76.6%+7.0pp | 69.8%+13.7pp |
| Annual return | -10.67% | -10.89%+0.2pp | 35.91%-46.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $985 | $2,153-54.2% | $2,836-65.3% | $2,544-61.3% |
| Participant deferral / active EE | $1,439 | $4,100-64.9% | $4,656-69.1% | $4,237-66.0% |
| Admin fee / account holder | $13 | $642-98.0% | $7,493-99.8% | $593-97.8% |