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 10-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 | $7,767 | $95,193-91.8% | $76,523-89.8% | $135,375-94.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.37% | 4.85%-17.2pp | -0.27%-12.1pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,442 | $3,302-56.3% | $2,647-45.5% | $4,779-69.8% |
| Participant deferral / active EE | $2,441 | $4,639-47.4% | $3,835-36.4% | $5,609-56.5% |
| Admin fee / account holder | $30 | $6,249-99.5% | $4,848-99.4% | $10,827-99.7% |