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 5-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 | $12,170 | $60,323-79.8% | $81,812-85.1% | $74,495-83.7% |
| Participation rate | 91.5% | 62.9%+28.6pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 11.08% | 16.90%-5.8pp | 773.79%-762.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,152 | $2,620-17.9% | $2,912-26.1% | $2,623-17.9% |
| Participant deferral / active EE | $4,440 | $3,387+31.1% | $4,319+2.8% | $4,346+2.2% |
| Admin fee / account holder | $183 | $1,486-87.7% | $7,386-97.5% | $1,942-90.6% |