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 | $2,823 | $73,867-96.2% | $143,757-98.0% | $68,494-95.9% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -22.78% | 1.01%-23.8pp | -0.04%-22.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $448 | $3,184-85.9% | $4,951-90.9% | $2,596-82.7% |
| Participant deferral / active EE | $1,380 | $3,384-59.2% | $5,637-75.5% | $4,027-65.7% |
| Admin fee / account holder | $130 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |