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 | $6,848 | $99,640-93.1% | $86,436-92.1% | $134,475-94.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.36% | 6782.58%-6806.9pp | 4394.89%-4419.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,160 | $4,400-50.9% | $3,769-42.7% | $4,740-54.4% |
| Participant deferral / active EE | $4,305 | $7,246-40.6% | $6,952-38.1% | $6,400-32.7% |
| Admin fee / account holder | $40 | $8,371-99.5% | $6,731-99.4% | $11,426-99.7% |