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 5-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 | $9,190 | $77,314-88.1% | $177,989-94.8% | $80,856-88.6% |
| Participation rate | 85.9% | 65.7%+20.2pp | 77.1%+8.9pp | 67.6%+18.3pp |
| Annual return | 38.33% | 18.09%+20.2pp | 294.48%-256.2pp | 35.59%+2.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,758 | $4,411-14.8% | $6,276-40.1% | $4,296-12.5% |
| Admin fee / account holder | $34 | $7,191-99.5% | $10,363-99.7% | $6,918-99.5% |