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 | $11,327 | $41,647-72.8% | $96,139-88.2% | $86,799-87.0% |
| Participation rate | 98.1% | 50.2%+47.9pp | 68.4%+29.7pp | 72.3%+25.9pp |
| Annual return | 12.27% | 27.24%-15.0pp | 191.94%-179.7pp | 97.91%-85.6pp |
| Employer contribution / active EE | $633 | $1,318-52.0% | $2,797-77.4% | $2,405-73.7% |
| Participant deferral / active EE | $1,471 | $2,412-39.0% | $4,349-66.2% | $4,131-64.4% |
| Admin fee / account holder | $104 | $169-38.3% | $5,537-98.1% | $170-38.4% |