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 4-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 | $8,577 | $167,307-94.9% | $143,757-94.0% | $134,475-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -51.48% | 0.46%-51.9pp | -0.04%-51.4pp | 417.96%-469.4pp |
| Employer contribution / active EE | $1,346 | $5,619-76.1% | $4,951-72.8% | $4,740-71.6% |
| Participant deferral / active EE | $6,378 | $6,446-1.1% | $5,637+13.1% | $6,400-0.3% |
| Admin fee / account holder | $124 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |