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 7-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 | $2,446 | $80,724-97.0% | $103,333-97.6% | $74,495-96.7% |
| Participation rate | 98.2% | 65.7%+32.5pp | 74.5%+23.7pp | 67.2%+31.0pp |
| Annual return | -65.38% | 27.56%-92.9pp | 24.88%-90.3pp | 1364.94%-1430.3pp |
| Employer contribution / active EE | $1,565 | $3,157-50.4% | $3,868-59.5% | $2,623-40.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |