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 9-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.
Participant 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 | $9,821 | $86,655-88.7% | $119,609-91.8% | $66,914-85.3% |
| Participation rate | 73.4% | 75.6%-2.2pp | 79.3%-5.9pp | 69.8%+3.6pp |
| Annual return | -17.37% | -8.00%-9.4pp | -14.97%-2.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $979 | $2,536-61.4% | $4,232-76.9% | $2,544-61.5% |
| Participant deferral / active EE | $922 | $4,358-78.8% | $5,602-83.5% | $4,237-78.2% |
| Admin fee / account holder | $67 | $755-91.2% | $10,323-99.4% | $593-88.7% |