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 | $6,614 | $95,862-93.1% | $79,550-91.7% | $134,475-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -37.67% | -2.69%-35.0pp | 0.16%-37.8pp | 417.96%-455.6pp |
| Employer contribution / active EE | $2,002 | $3,128-36.0% | $2,413-17.0% | $4,740-57.8% |
| Participant deferral / active EE | $3,782 | $4,693-19.4% | $3,985-5.1% | $6,400-40.9% |
| Admin fee / account holder | $44 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |