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 7-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 | $2,077 | $73,867-97.2% | $143,757-98.6% | $68,494-97.0% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -19.60% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $553 | $3,184-82.6% | $4,951-88.8% | $2,596-78.7% |
| Participant deferral / active EE | $1,265 | $3,384-62.6% | $5,637-77.6% | $4,027-68.6% |
| Admin fee / account holder | $68 | $5,755-98.8% | $14,673-99.5% | $5,403-98.7% |