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 | $3,142 | $42,127-92.5% | $84,966-96.3% | $106,382-97.0% |
| Participation rate | 100.0% | 36.6%+63.4pp | 67.5%+32.5pp | 69.9%+30.1pp |
| Annual return | -19.44% | 36.21%-55.6pp | 66.38%-85.8pp | 17.37%-36.8pp |
| Employer contribution / active EE | $107 | $825-87.1% | $2,727-96.1% | $3,364-96.8% |
| Participant deferral / active EE | $0 | $2,066-100.0% | $4,519-100.0% | $5,569-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,149-100.0% | $79-100.0% |