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 | $2,608 | $73,867-96.5% | $143,757-98.2% | $68,494-96.2% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -25.43% | 1.01%-26.4pp | -0.04%-25.4pp | -7.84%-17.6pp |
| Employer contribution / active EE | $472 | $3,184-85.2% | $4,951-90.5% | $2,596-81.8% |
| Participant deferral / active EE | $2,296 | $3,384-32.2% | $5,637-59.3% | $4,027-43.0% |
| Admin fee / account holder | $73 | $5,755-98.7% | $14,673-99.5% | $5,403-98.7% |