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 | $2,843 | $92,703-96.9% | $82,719-96.6% | $134,475-97.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.26% | 944.92%-967.2pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,118 | $3,274-65.9% | $3,009-62.9% | $4,740-76.4% |
| Participant deferral / active EE | $1,303 | $4,802-72.9% | $4,395-70.3% | $6,400-79.6% |
| Admin fee / account holder | $170 | $5,983-97.2% | $5,329-96.8% | $11,426-98.5% |