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.
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 | $1,587 | $61,272-97.4% | $149,673-98.9% | $71,457-97.8% |
| Participation rate | 82.1% | 62.5%+19.6pp | 78.8%+3.4pp | 67.9%+14.2pp |
| Annual return | 29.82% | 35.85%-6.0pp | 134.42%-104.6pp | 28.85%+1.0pp |
| Employer contribution / active EE | $430 | $2,378-81.9% | $4,818-91.1% | $2,588-83.4% |
| Participant deferral / active EE | $739 | $2,917-74.7% | $5,680-87.0% | $4,289-82.8% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |