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 4-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 | $8,788 | $152,509-94.2% | $117,472-92.5% | $134,475-93.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -33.19% | 52.99%-86.2pp | 29.74%-62.9pp | 417.96%-451.2pp |
| Employer contribution / active EE | $4,259 | $5,571-23.5% | $4,176+2.0% | $4,740-10.1% |
| Participant deferral / active EE | $4,659 | $4,818-3.3% | $4,070+14.5% | $6,400-27.2% |
| Admin fee / account holder | $6 | $7,004-99.9% | $5,645-99.9% | $11,426-99.9% |