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 | $6,734 | $95,862-93.0% | $79,550-91.5% | $134,475-95.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.25% | -2.69%-22.6pp | 0.16%-25.4pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,071 | $3,128-33.8% | $2,413-14.2% | $4,740-56.3% |
| Participant deferral / active EE | $5,123 | $4,693+9.2% | $3,985+28.6% | $6,400-19.9% |
| Admin fee / account holder | $53 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |