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 | $4,077 | $90,519-95.5% | $93,789-95.7% | $134,475-97.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -81.77% | -15.72%-66.1pp | -11.33%-70.4pp | 417.96%-499.7pp |
| Employer contribution / active EE | $1,501 | $4,343-65.4% | $4,323-65.3% | $4,740-68.3% |
| Participant deferral / active EE | $2,466 | $5,978-58.8% | $6,094-59.5% | $6,400-61.5% |
| Admin fee / account holder | $233 | $9,252-97.5% | $7,195-96.8% | $11,426-98.0% |