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.
Employer 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 | $15,543 | $76,912-79.8% | $129,110-88.0% | $68,494-77.3% |
| Participation rate | 90.8% | 69.1%+21.6pp | 77.3%+13.5pp | 67.9%+22.9pp |
| Annual return | 39.90% | -9.78%+49.7pp | -10.94%+50.8pp | -7.84%+47.7pp |
| Employer contribution / active EE | $120 | $3,243-96.3% | $5,052-97.6% | $2,596-95.4% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,638-100.0% | $14,302-100.0% | $5,403-100.0% |