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 | $6,912 | $43,504-84.1% | $68,793-90.0% | $56,287-87.7% |
| Participation rate | 97.4% | 67.8%+29.5pp | 72.2%+25.2pp | 69.9%+27.5pp |
| Annual return | -52.87% | -3.15%-49.7pp | -4.63%-48.2pp | -9.96%-42.9pp |
| Employer contribution / active EE | $3,619 | $1,525+137.3% | $2,625+37.9% | $2,111+71.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |