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 9-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 | $4,071 | $62,586-93.5% | $76,768-94.7% | $64,186-93.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -12.04% | -1.95%-10.1pp | 2.43%-14.5pp | 7.63%-19.7pp |
| Employer contribution / active EE | $414 | $1,832-77.4% | $2,485-83.4% | $2,381-82.6% |
| Participant deferral / active EE | $1,894 | $3,145-39.8% | $3,852-50.8% | $3,470-45.4% |
| Admin fee / account holder | $52 | $4,667-98.9% | $6,675-99.2% | $4,888-98.9% |