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 | $4,098 | $93,024-95.6% | $77,024-94.7% | $134,475-97.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.57% | 62.60%-88.2pp | 42.32%-67.9pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,364 | $3,418-30.8% | $2,812-16.0% | $4,740-50.1% |
| Participant deferral / active EE | $2,905 | $5,238-44.5% | $4,426-34.4% | $6,400-54.6% |
| Admin fee / account holder | $295 | $6,944-95.8% | $5,425-94.6% | $11,426-97.4% |