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 | $56 | $59,805-99.9% | $79,550-99.9% | $68,494-99.9% |
| Participation rate | 93.9% | 61.1%+32.9pp | 69.5%+24.5pp | 67.9%+26.1pp |
| Annual return | -41.80% | -12.30%-29.5pp | 0.16%-42.0pp | -7.84%-34.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $25 | $4,835-99.5% | $6,832-99.6% | $5,403-99.5% |