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 | $3,676 | $93,024-96.0% | $77,024-95.2% | $134,475-97.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -90.22% | 62.60%-152.8pp | 42.32%-132.5pp | 417.96%-508.2pp |
| Employer contribution / active EE | $639 | $3,418-81.3% | $2,812-77.3% | $4,740-86.5% |
| Participant deferral / active EE | $2,642 | $5,238-49.6% | $4,426-40.3% | $6,400-58.7% |
| Admin fee / account holder | $13 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |