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 3-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 | $336 | $158,398-99.8% | $126,539-99.7% | $142,382-99.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -6.74% | 593.76%-600.5pp | 425.95%-432.7pp | 217.08%-223.8pp |
| Employer contribution / active EE | $338 | $4,650-92.7% | $3,674-90.8% | $4,299-92.1% |
| Participant deferral / active EE | $676 | $4,767-85.8% | $4,083-83.4% | $6,507-89.6% |
| Admin fee / account holder | $103 | $6,918-98.5% | $6,065-98.3% | $12,624-99.2% |