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 7-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 | $9,147 | $95,862-90.5% | $79,550-88.5% | $134,475-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.20% | -2.69%-19.5pp | 0.16%-22.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,455 | $3,128-21.5% | $2,413+1.8% | $4,740-48.2% |
| Participant deferral / active EE | $4,398 | $4,693-6.3% | $3,985+10.4% | $6,400-31.3% |
| Admin fee / account holder | $103 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |