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 6-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 | $25,048 | $88,083-71.6% | $164,813-84.8% | $74,495-66.4% |
| Participation rate | 76.9% | 73.0%+3.8pp | 78.6%-1.7pp | 67.2%+9.7pp |
| Annual return | -41.60% | 17.26%-58.9pp | 69.93%-111.5pp | 1364.94%-1406.5pp |
| Employer contribution / active EE | $3,921 | $2,593+51.2% | $4,341-9.7% | $2,623+49.5% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |