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 | $3,370 | $88,594-96.2% | $70,092-95.2% | $134,475-97.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -114.17% | 442.67%-556.8pp | 190.73%-304.9pp | 417.96%-532.1pp |
| Employer contribution / active EE | $1,339 | $3,233-58.6% | $2,559-47.7% | $4,740-71.8% |
| Participant deferral / active EE | $4,103 | $4,772-14.0% | $3,849+6.6% | $6,400-35.9% |
| Admin fee / account holder | $81 | $10,441-99.2% | $6,267-98.7% | $11,426-99.3% |