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 9-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.
Employer 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 | $16,105 | $159,295-89.9% | $108,410-85.1% | $106,520-84.9% |
| Participation rate | 70.3% | 85.5%-15.2pp | 80.1%-9.8pp | 71.3%-1.0pp |
| Annual return | 14.95% | 17.79%-2.8pp | 905.27%-890.3pp | 19.28%-4.3pp |
| Employer contribution / active EE | $1,941 | $3,803-48.9% | $3,558-45.4% | $2,840-31.6% |
| Participant deferral / active EE | $0 | $9,392-100.0% | $6,563-100.0% | $4,948-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $7,295-100.0% | $75-100.0% |