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 | $2,413 | $106,543-97.7% | $91,220-97.4% | $134,475-98.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -27.55% | 160.60%-188.1pp | 114.01%-141.6pp | 417.96%-445.5pp |
| Employer contribution / active EE | $622 | $3,331-81.3% | $2,850-78.2% | $4,740-86.9% |
| Participant deferral / active EE | $1,108 | $4,719-76.5% | $4,234-73.8% | $6,400-82.7% |
| Admin fee / account holder | $12 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |