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 9-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 | $1,977 | $107,791-98.2% | $90,645-97.8% | $135,375-98.5% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.0%+16.9pp | 82.6%+8.3pp |
| Annual return | -28.30% | -0.90%-27.4pp | 1.88%-30.2pp | 519.73%-548.0pp |
| Employer contribution / active EE | $772 | $3,018-74.4% | $2,532-69.5% | $4,779-83.9% |
| Participant deferral / active EE | $1,106 | $3,872-71.4% | $3,425-67.7% | $5,609-80.3% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |