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 8-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.
Employer 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 | $379 | $27,641-98.6% | $61,373-99.4% | $68,494-99.4% |
| Participation rate | 86.6% | 39.5%+47.1pp | 52.6%+34.0pp | 67.9%+18.7pp |
| Annual return | -12.35% | -13.24%+0.9pp | 338.61%-351.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $437 | $1,263-65.4% | $2,125-79.4% | $4,027-89.1% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,130-99.6% | $5,403-99.8% |