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 6-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 | $3,720 | $105,860-96.5% | $90,749-95.9% | $134,475-97.2% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -21.58% | -11.01%-10.6pp | -12.16%-9.4pp | 417.96%-439.5pp |
| Employer contribution / active EE | $700 | $3,462-79.8% | $2,921-76.0% | $4,740-85.2% |
| Participant deferral / active EE | $1,517 | $5,216-70.9% | $4,564-66.8% | $6,400-76.3% |
| Admin fee / account holder | $239 | $13,938-98.3% | $8,445-97.2% | $11,426-97.9% |