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 | $2,308 | $45,863-95.0% | $77,024-97.0% | $68,494-96.6% |
| Participation rate | 96.2% | 55.9%+40.2pp | 67.9%+28.2pp | 67.9%+28.3pp |
| Annual return | -26.07% | 1.72%-27.8pp | 42.32%-68.4pp | -7.84%-18.2pp |
| Employer contribution / active EE | $684 | $1,650-58.6% | $2,812-75.7% | $2,596-73.7% |
| Participant deferral / active EE | $1,180 | $2,962-60.2% | $4,426-73.3% | $4,027-70.7% |
| Admin fee / account holder | $18 | $3,041-99.4% | $5,425-99.7% | $5,403-99.7% |