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 | $2,568 | $190,805-98.7% | $159,960-98.4% | $134,475-98.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -31.48% | 552.23%-583.7pp | 408.60%-440.1pp | 417.96%-449.4pp |
| Employer contribution / active EE | $1,172 | $4,995-76.5% | $4,226-72.3% | $4,740-75.3% |
| Participant deferral / active EE | $1,958 | $6,923-71.7% | $6,182-68.3% | $6,400-69.4% |
| Admin fee / account holder | $16 | $10,471-99.8% | $8,698-99.8% | $11,426-99.9% |