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 6-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 | $2,547 | $93,024-97.3% | $77,024-96.7% | $134,475-98.1% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -22.41% | 62.60%-85.0pp | 42.32%-64.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $457 | $3,418-86.6% | $2,812-83.8% | $4,740-90.4% |
| Participant deferral / active EE | $1,262 | $5,238-75.9% | $4,426-71.5% | $6,400-80.3% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |