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 | $3,661 | $133,958-97.3% | $112,228-96.7% | $134,475-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -41.09% | 47.11%-88.2pp | 27.45%-68.5pp | 417.96%-459.1pp |
| Employer contribution / active EE | $1,396 | $4,038-65.4% | $3,635-61.6% | $4,740-70.5% |
| Participant deferral / active EE | $1,745 | $5,291-67.0% | $4,728-63.1% | $6,400-72.7% |
| Admin fee / account holder | $95 | $7,489-98.7% | $6,410-98.5% | $11,426-99.2% |