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 4-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 | $24,727 | $87,013-71.6% | $106,213-76.7% | $80,856-69.4% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.6pp | 67.6%+29.3pp |
| Annual return | -41.99% | 17.05%-59.0pp | 116.14%-158.1pp | 35.59%-77.6pp |
| Employer contribution / active EE | $11,903 | $2,395+397.0% | $3,171+275.3% | $2,755+332.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |