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 9-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 | $919 | $95,193-99.0% | $76,523-98.8% | $135,375-99.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -103.55% | 4.85%-108.4pp | -0.27%-103.3pp | 519.73%-623.3pp |
| Employer contribution / active EE | $461 | $3,302-86.0% | $2,647-82.6% | $4,779-90.4% |
| Participant deferral / active EE | $697 | $4,639-85.0% | $3,835-81.8% | $5,609-87.6% |
| Admin fee / account holder | $189 | $6,249-97.0% | $4,848-96.1% | $10,827-98.3% |