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 4-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 | $1,700 | $93,024-98.2% | $77,024-97.8% | $134,475-98.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -39.29% | 62.60%-101.9pp | 42.32%-81.6pp | 417.96%-457.3pp |
| Employer contribution / active EE | $708 | $3,418-79.3% | $2,812-74.8% | $4,740-85.1% |
| Participant deferral / active EE | $1,003 | $5,238-80.8% | $4,426-77.3% | $6,400-84.3% |
| Admin fee / account holder | $152 | $6,944-97.8% | $5,425-97.2% | $11,426-98.7% |