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 6-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 | $4,978 | $142,344-96.5% | $119,609-95.8% | $134,475-96.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.73% | -12.44%-9.3pp | -14.97%-6.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,989 | $5,222-23.6% | $4,232-5.7% | $4,740-15.8% |
| Participant deferral / active EE | $2,130 | $6,469-67.1% | $5,602-62.0% | $6,400-66.7% |
| Admin fee / account holder | $230 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |