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 | $3,247 | $67,331-95.2% | $60,874-94.7% | $134,475-97.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -28.83% | 49.93%-78.8pp | 16.90%-45.7pp | 417.96%-446.8pp |
| Employer contribution / active EE | $567 | $3,096-81.7% | $2,701-79.0% | $4,740-88.0% |
| Participant deferral / active EE | $2,008 | $4,538-55.7% | $3,817-47.4% | $6,400-68.6% |
| Admin fee / account holder | $15 | $4,582-99.7% | $3,224-99.5% | $11,426-99.9% |