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 | $4,270 | $92,703-95.4% | $82,719-94.8% | $134,475-96.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.05% | 944.92%-966.0pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $836 | $3,274-74.5% | $3,009-72.2% | $4,740-82.4% |
| Participant deferral / active EE | $1,384 | $4,802-71.2% | $4,395-68.5% | $6,400-78.4% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |