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 | $15,455 | $65,908-76.6% | $81,812-81.1% | $77,643-80.1% |
| Participation rate | 71.9% | 65.8%+6.1pp | 72.3%-0.5pp | 70.6%+1.3pp |
| Annual return | 4.16% | 26.64%-22.5pp | 773.79%-769.6pp | 31.24%-27.1pp |
| Employer contribution / active EE | $1,226 | $2,370-48.3% | $2,912-57.9% | $2,726-55.0% |
| Participant deferral / active EE | $1,398 | $3,505-60.1% | $4,319-67.6% | $4,647-69.9% |
| Admin fee / account holder | $53 | $526-89.8% | $7,386-99.3% | $430-87.6% |