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 8-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 | $1,635 | $107,791-98.5% | $90,645-98.2% | $135,375-98.8% |
| Participation rate | 88.2% | 78.0%+10.2pp | 74.0%+14.2pp | 82.6%+5.6pp |
| Annual return | -25.59% | -0.90%-24.7pp | 1.88%-27.5pp | 519.73%-545.3pp |
| Employer contribution / active EE | $695 | $3,018-77.0% | $2,532-72.6% | $4,779-85.5% |
| Participant deferral / active EE | $1,132 | $3,872-70.8% | $3,425-66.9% | $5,609-79.8% |
| Admin fee / account holder | $10 | $5,930-99.8% | $4,994-99.8% | $10,827-99.9% |