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 | $19,369 | $91,407-78.8% | $135,903-85.7% | $71,457-72.9% |
| Participation rate | 95.7% | 75.7%+20.0pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | -47.94% | 29.90%-77.8pp | 68.23%-116.2pp | 28.85%-76.8pp |
| Employer contribution / active EE | $11,243 | $3,703+203.6% | $4,856+131.5% | $2,588+334.5% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |