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 | $3,542 | $37,542-90.6% | $89,391-96.0% | $93,223-96.2% |
| Participation rate | 100.0% | 36.7%+63.3pp | 68.0%+32.0pp | 74.9%+25.1pp |
| Annual return | 4.65% | 16.65%-12.0pp | 245.62%-241.0pp | 19.29%-14.6pp |
| Employer contribution / active EE | $63 | $644-90.2% | $2,586-97.6% | $2,680-97.7% |
| Participant deferral / active EE | $0 | $1,684-100.0% | $3,890-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $4,881-100.0% | $79-100.0% |