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 | $4,653 | $81,357-94.3% | $75,972-93.9% | $199,593-97.7% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | -61.72% | 16.32%-78.0pp | 359.55%-421.3pp | 34.25%-96.0pp |
| Employer contribution / active EE | $519 | $3,341-84.5% | $2,685-80.7% | $3,034-82.9% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,467-100.0% | $269-100.0% |