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 9-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 | $17,109 | $98,982-82.7% | $162,163-89.4% | $65,185-73.8% |
| Participation rate | 99.5% | 85.8%+13.8pp | 87.6%+12.0pp | 70.2%+29.3pp |
| Annual return | -6.68% | 24.84%-31.5pp | 115.59%-122.3pp | 29.38%-36.1pp |
| Employer contribution / active EE | $2,490 | $3,467-28.2% | $5,614-55.6% | $2,177+14.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |