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 7-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 | $4,319 | $100,801-95.7% | $149,696-97.1% | $73,409-94.1% |
| Participation rate | 92.0% | 77.7%+14.3pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | -90.95% | 265.34%-356.3pp | 276.60%-367.5pp | 59.29%-150.2pp |
| Employer contribution / active EE | $4,034 | $3,312+21.8% | $4,644-13.1% | $2,234+80.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |