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 | $6,295 | $87,173-92.8% | $59,878-89.5% | $75,289-91.6% |
| Participation rate | 97.9% | 74.5%+23.4pp | 74.7%+23.2pp | 72.4%+25.5pp |
| Annual return | -5.07% | -2.14%-2.9pp | 3.46%-8.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,029 | $3,473-41.6% | $2,722-25.4% | $2,405-15.6% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $3,590-100.0% | $102-100.0% |