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 10-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 | $7,111 | $73,823-90.4% | $379,746-98.1% | $73,488-90.3% |
| Participation rate | 99.2% | 73.1%+26.1pp | 78.4%+20.8pp | 70.7%+28.5pp |
| Annual return | -11.16% | 29.06%-40.2pp | 34.90%-46.1pp | 28.51%-39.7pp |
| Employer contribution / active EE | $820 | $2,472-66.8% | $3,540-76.8% | $2,270-63.9% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $153 | $607-74.9% | $7,927-98.1% | $513-70.3% |