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 | $3,571 | $50,199-92.9% | $70,092-94.9% | $66,914-94.7% |
| Participation rate | 91.4% | 66.3%+25.1pp | 70.5%+20.9pp | 69.8%+21.6pp |
| Annual return | -112.50% | -13.85%-98.7pp | 190.73%-303.2pp | 1.58%-114.1pp |
| Employer contribution / active EE | $5,859 | $1,864+214.3% | $2,559+129.0% | $2,544+130.3% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $593-100.0% |