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 | $2,543 | $87,540-97.1% | $75,781-96.6% | $125,391-98.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -10.17% | 13.48%-23.6pp | 9.68%-19.8pp | 282.22%-292.4pp |
| Employer contribution / active EE | $1,068 | $3,930-72.8% | $3,323-67.9% | $4,866-78.1% |
| Participant deferral / active EE | $1,068 | $4,229-74.7% | $3,651-70.8% | $5,352-80.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |