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.
Participant 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 | $11,905 | $69,159-82.8% | $125,175-90.5% | $67,579-82.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 79.8%+19.7pp | 71.3%+28.2pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $9,203 | $2,023+354.8% | $3,865+138.1% | $2,148+328.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |