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.
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 | $1,152 | $24,733-95.3% | $69,647-98.3% | $74,495-98.5% |
| Participation rate | 80.8% | 63.5%+17.3pp | 66.5%+14.3pp | 67.2%+13.6pp |
| Annual return | 17.79% | 18.55%-0.8pp | 100.48%-82.7pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $285 | $1,001-71.5% | $1,712-83.3% | $2,623-89.1% |
| Participant deferral / active EE | $851 | $1,901-55.2% | $2,886-70.5% | $4,346-80.4% |
| Admin fee / account holder | $4 | $1,892-99.8% | $4,713-99.9% | $1,942-99.8% |