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 4-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 | $4,486 | $95,862-95.3% | $79,550-94.4% | $134,475-96.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -29.08% | -2.69%-26.4pp | 0.16%-29.2pp | 417.96%-447.0pp |
| Employer contribution / active EE | $1,515 | $3,128-51.6% | $2,413-37.2% | $4,740-68.0% |
| Participant deferral / active EE | $2,570 | $4,693-45.2% | $3,985-35.5% | $6,400-59.8% |
| Admin fee / account holder | $16 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |