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 | $4,563 | $92,703-95.1% | $82,719-94.5% | $134,475-96.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -34.50% | 944.92%-979.4pp | 701.18%-735.7pp | 417.96%-452.5pp |
| Employer contribution / active EE | $1,602 | $3,274-51.1% | $3,009-46.8% | $4,740-66.2% |
| Participant deferral / active EE | $1,831 | $4,802-61.9% | $4,395-58.3% | $6,400-71.4% |
| Admin fee / account holder | $228 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |