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 | $4,817 | $42,894-88.8% | $60,874-92.1% | $68,494-93.0% |
| Participation rate | 96.7% | 66.8%+29.9pp | 73.1%+23.6pp | 67.9%+28.8pp |
| Annual return | -155.40% | -13.98%-141.4pp | 16.90%-172.3pp | -7.84%-147.6pp |
| Employer contribution / active EE | $2,494 | $1,978+26.1% | $2,701-7.7% | $2,596-3.9% |
| Participant deferral / active EE | $3,180 | $2,867+10.9% | $3,817-16.7% | $4,027-21.0% |
| Admin fee / account holder | $115 | $3,101-96.3% | $3,224-96.4% | $5,403-97.9% |