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 | $27,974 | $93,182-70.0% | $146,665-80.9% | $79,386-64.8% |
| Participation rate | 98.8% | 76.4%+22.3pp | 80.1%+18.7pp | 70.7%+28.0pp |
| Annual return | 4.15% | 21.61%-17.5pp | 22.74%-18.6pp | 116.85%-112.7pp |
| Employer contribution / active EE | $3,176 | $2,420+31.2% | $4,136-23.2% | $2,427+30.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $49 | $585-91.6% | $10,280-99.5% | $626-92.2% |