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.
Employer contribution per participant 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 | $9,288 | $44,642-79.2% | $91,220-89.8% | $66,914-86.1% |
| Participation rate | 91.0% | 64.9%+26.1pp | 73.2%+17.8pp | 69.8%+21.2pp |
| Annual return | -7.07% | -12.29%+5.2pp | 114.01%-121.1pp | 1.58%-8.7pp |
| Employer contribution / active EE | $300 | $1,706-82.4% | $2,850-89.5% | $2,544-88.2% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $40 | $521-92.3% | $5,420-99.3% | $593-93.2% |