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 | $12,942 | $43,550-70.3% | $63,517-79.6% | $52,331-75.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -20.13% | 2.03%-22.2pp | -70.30%+50.2pp | 4.54%-24.7pp |
| Employer contribution / active EE | $3,588 | $1,351+165.5% | $2,322+54.5% | $1,882+90.7% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |