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 8-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 | $5,697 | $95,193-94.0% | $76,523-92.6% | $135,375-95.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.51% | 4.85%-19.4pp | -0.27%-14.2pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,166 | $3,302-64.7% | $2,647-55.9% | $4,779-75.6% |
| Participant deferral / active EE | $1,909 | $4,639-58.8% | $3,835-50.2% | $5,609-66.0% |
| Admin fee / account holder | $39 | $6,249-99.4% | $4,848-99.2% | $10,827-99.6% |