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 | $5,796 | $67,331-91.4% | $60,874-90.5% | $134,475-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.63% | 49.93%-70.6pp | 16.90%-37.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $865 | $3,096-72.1% | $2,701-68.0% | $4,740-81.8% |
| Participant deferral / active EE | $2,639 | $4,538-41.9% | $3,817-30.9% | $6,400-58.8% |
| Admin fee / account holder | $73 | $4,582-98.4% | $3,224-97.7% | $11,426-99.4% |