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 | $6,996 | $92,703-92.5% | $82,719-91.5% | $134,475-94.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.65% | 944.92%-973.6pp | 701.18%-729.8pp | 417.96%-446.6pp |
| Employer contribution / active EE | $2,507 | $3,274-23.4% | $3,009-16.7% | $4,740-47.1% |
| Participant deferral / active EE | $3,134 | $4,802-34.7% | $4,395-28.7% | $6,400-51.0% |
| Admin fee / account holder | $8 | $5,983-99.9% | $5,329-99.8% | $11,426-99.9% |