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 | $305 | $72,607-99.6% | $90,749-99.7% | $66,914-99.5% |
| Participation rate | 98.2% | 73.7%+24.5pp | 75.7%+22.5pp | 69.8%+28.4pp |
| Annual return | -166.56% | -12.28%-154.3pp | -12.16%-154.4pp | 1.58%-168.1pp |
| Employer contribution / active EE | $1,522 | $2,369-35.7% | $2,921-47.9% | $2,544-40.2% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |