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 | $5,043 | $90,590-94.4% | $90,782-94.4% | $135,375-96.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -33.52% | -3.40%-30.1pp | -3.42%-30.1pp | 519.73%-553.3pp |
| Employer contribution / active EE | $3,971 | $4,352-8.8% | $4,105-3.3% | $4,779-16.9% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $182 | $7,683-97.6% | $5,908-96.9% | $10,827-98.3% |