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 | $6,371 | $92,091-93.1% | $62,995-89.9% | $77,958-91.8% |
| Participation rate | 98.2% | 74.5%+23.7pp | 74.8%+23.4pp | 71.6%+26.5pp |
| Annual return | -6.81% | 16.23%-23.0pp | 87.57%-94.4pp | 20.87%-27.7pp |
| Employer contribution / active EE | $2,063 | $3,424-39.8% | $2,759-25.2% | $2,310-10.7% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |