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 | $2,496 | $55,415-95.5% | $155,509-98.4% | $74,495-96.6% |
| Participation rate | 88.3% | 61.9%+26.4pp | 78.2%+10.1pp | 67.2%+21.1pp |
| Annual return | 10.91% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $520 | $2,267-77.1% | $4,672-88.9% | $2,623-80.2% |
| Participant deferral / active EE | $1,011 | $2,836-64.4% | $5,626-82.0% | $4,346-76.7% |
| Admin fee / account holder | $41 | $1,738-97.6% | $15,912-99.7% | $1,942-97.9% |