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 10-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 | $6,462 | $85,199-92.4% | $57,179-88.7% | $63,975-89.9% |
| Participation rate | 98.7% | 74.0%+24.7pp | 75.3%+23.4pp | 71.1%+27.6pp |
| Annual return | -2.01% | 10.43%-12.4pp | 14.59%-16.6pp | 48.65%-50.7pp |
| Employer contribution / active EE | $2,034 | $3,446-41.0% | $2,682-24.2% | $2,182-6.8% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |