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 | $3,577 | $106,543-96.6% | $91,220-96.1% | $134,475-97.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -33.66% | 160.60%-194.3pp | 114.01%-147.7pp | 417.96%-451.6pp |
| Employer contribution / active EE | $1,013 | $3,331-69.6% | $2,850-64.4% | $4,740-78.6% |
| Participant deferral / active EE | $2,498 | $4,719-47.1% | $4,234-41.0% | $6,400-61.0% |
| Admin fee / account holder | $40 | $6,231-99.4% | $5,420-99.3% | $11,426-99.6% |