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 | $7,360 | $100,754-92.7% | $86,677-91.5% | $134,475-94.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -47.84% | 29.04%-76.9pp | 35.91%-83.8pp | 417.96%-465.8pp |
| Employer contribution / active EE | $2,929 | $3,489-16.1% | $2,836+3.3% | $4,740-38.2% |
| Participant deferral / active EE | $3,929 | $5,338-26.4% | $4,656-15.6% | $6,400-38.6% |
| Admin fee / account holder | $26 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |