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 | $6,762 | $84,556-92.0% | $116,228-94.2% | $74,304-90.9% |
| Participation rate | 98.4% | 66.0%+32.4pp | 74.6%+23.9pp | 60.3%+38.1pp |
| Annual return | 8.19% | 18.35%-10.2pp | 90.06%-81.9pp | 29.43%-21.2pp |
| Employer contribution / active EE | $631 | $2,168-70.9% | $2,994-78.9% | $2,241-71.8% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $6 | $3,792-99.8% | $11,989-100.0% | $2,969-99.8% |