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 9-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 | $1,614 | $158,817-99.0% | $121,196-98.7% | $135,375-98.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -15.28% | -0.64%-14.6pp | 16.93%-32.2pp | 519.73%-535.0pp |
| Employer contribution / active EE | $378 | $5,665-93.3% | $4,022-90.6% | $4,779-92.1% |
| Participant deferral / active EE | $559 | $4,005-86.1% | $3,344-83.3% | $5,609-90.0% |
| Admin fee / account holder | $6 | $6,512-99.9% | $5,019-99.9% | $10,827-99.9% |