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.
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 | $3,523 | $34,813-89.9% | $84,611-95.8% | $82,204-95.7% |
| Participation rate | 100.0% | 33.8%+66.2pp | 68.2%+31.8pp | 73.4%+26.6pp |
| Annual return | 4.21% | 44.87%-40.7pp | 258.74%-254.5pp | 26.31%-22.1pp |
| Employer contribution / active EE | $85 | $718-88.2% | $2,652-96.8% | $2,707-96.9% |
| Participant deferral / active EE | $0 | $1,334-100.0% | $3,899-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $4,912-100.0% | $76-100.0% |