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 | $4,299 | $105,860-95.9% | $90,749-95.3% | $134,475-96.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -37.90% | -11.01%-26.9pp | -12.16%-25.7pp | 417.96%-455.9pp |
| Employer contribution / active EE | $1,615 | $3,462-53.4% | $2,921-44.7% | $4,740-65.9% |
| Participant deferral / active EE | $2,252 | $5,216-56.8% | $4,564-50.7% | $6,400-64.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |