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 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,545 | $99,640-91.4% | $86,436-90.1% | $134,475-93.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.61% | 6782.58%-6809.2pp | 4394.89%-4421.5pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,660 | $4,400-62.3% | $3,769-55.9% | $4,740-65.0% |
| Participant deferral / active EE | $5,966 | $7,246-17.7% | $6,952-14.2% | $6,400-6.8% |
| Admin fee / account holder | $85 | $8,371-99.0% | $6,731-98.7% | $11,426-99.3% |