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 3-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 | $580 | $28,601-98.0% | $71,735-99.2% | $66,914-99.1% |
| Participation rate | 71.0% | 56.7%+14.3pp | 62.3%+8.7pp | 69.8%+1.2pp |
| Annual return | 0.00% | -10.90%+10.9pp | 9.14%-9.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $159 | $1,104-85.6% | $1,704-90.6% | $2,544-93.7% |
| Participant deferral / active EE | $330 | $1,912-82.8% | $2,658-87.6% | $4,237-92.2% |
| Admin fee / account holder | $0 | $506-100.0% | $3,974-100.0% | $593-100.0% |