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 4-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 | $852 | $27,641-96.9% | $61,373-98.6% | $68,494-98.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -38.82% | -13.24%-25.6pp | 338.61%-377.4pp | -7.84%-31.0pp |
| Employer contribution / active EE | $589 | $695-15.3% | $1,159-49.2% | $2,596-77.3% |
| Participant deferral / active EE | $702 | $1,263-44.4% | $2,125-66.9% | $4,027-82.6% |
| Admin fee / account holder | $100 | $2,010-95.0% | $2,130-95.3% | $5,403-98.2% |