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 5-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 | $755 | $59,774-98.7% | - | $134,475-99.4% |
| Participation rate | 80.0% | 67.4%+12.6pp | - | 81.2%-1.2pp |
| Annual return | -29.24% | -10.72%-18.5pp | - | 417.96%-447.2pp |
| Employer contribution / active EE | $292 | $2,711-89.2% | - | $4,740-93.8% |
| Participant deferral / active EE | $292 | $4,131-92.9% | - | $6,400-95.4% |
| Admin fee / account holder | $13 | $4,003-99.7% | - | $11,426-99.9% |