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 | $3,635 | $62,127-94.1% | $81,382-95.5% | $74,495-95.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | -98.01% | 16.48%-114.5pp | 24.73%-122.7pp | 1364.94%-1463.0pp |
| Employer contribution / active EE | $5,102 | $1,882+171.1% | $2,463+107.2% | $2,623+94.5% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |