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 6-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 | $3,316 | $95,862-96.5% | $79,550-95.8% | $134,475-97.5% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -31.20% | -2.69%-28.5pp | 0.16%-31.4pp | 417.96%-449.2pp |
| Employer contribution / active EE | $736 | $3,128-76.5% | $2,413-69.5% | $4,740-84.5% |
| Participant deferral / active EE | $1,402 | $4,693-70.1% | $3,985-64.8% | $6,400-78.1% |
| Admin fee / account holder | $21 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |