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 10-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 | $2,967 | $133,958-97.8% | $112,228-97.4% | $134,475-97.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.29% | 47.11%-73.4pp | 27.45%-53.7pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,038 | $4,038-74.3% | $3,635-71.5% | $4,740-78.1% |
| Participant deferral / active EE | $1,557 | $5,291-70.6% | $4,728-67.1% | $6,400-75.7% |
| Admin fee / account holder | $9 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |