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 | $6,039 | $92,703-93.5% | $82,719-92.7% | $134,475-95.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.33% | 944.92%-966.2pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $968 | $3,274-70.4% | $3,009-67.8% | $4,740-79.6% |
| Participant deferral / active EE | $2,893 | $4,802-39.8% | $4,395-34.2% | $6,400-54.8% |
| Admin fee / account holder | $161 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |