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 5-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 | $3,791 | $67,331-94.4% | $60,874-93.8% | $134,475-97.2% |
| Participation rate | 70.8% | 76.2%-5.3pp | 73.1%-2.3pp | 81.2%-10.4pp |
| Annual return | -60.32% | 49.93%-110.3pp | 16.90%-77.2pp | 417.96%-478.3pp |
| Employer contribution / active EE | $1,069 | $3,096-65.5% | $2,701-60.4% | $4,740-77.5% |
| Participant deferral / active EE | $2,515 | $4,538-44.6% | $3,817-34.1% | $6,400-60.7% |
| Admin fee / account holder | $78 | $4,582-98.3% | $3,224-97.6% | $11,426-99.3% |