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 | $5,501 | $106,543-94.8% | $91,220-94.0% | $134,475-95.9% |
| Participation rate | 86.4% | 76.8%+9.6pp | 73.2%+13.2pp | 81.2%+5.1pp |
| Annual return | -28.43% | 160.60%-189.0pp | 114.01%-142.4pp | 417.96%-446.4pp |
| Employer contribution / active EE | $1,675 | $3,331-49.7% | $2,850-41.2% | $4,740-64.7% |
| Participant deferral / active EE | $3,948 | $4,719-16.3% | $4,234-6.7% | $6,400-38.3% |
| Admin fee / account holder | $222 | $6,231-96.4% | $5,420-95.9% | $11,426-98.1% |