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 | $16,801 | $112,096-85.0% | $95,952-82.5% | $158,922-89.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -91.55% | 171.09%-262.6pp | 91.61%-183.2pp | 302.83%-394.4pp |
| Employer contribution / active EE | $5,284 | $3,198+65.2% | $2,541+108.0% | $4,761+11.0% |
| Participant deferral / active EE | $11,343 | $4,784+137.1% | $4,167+172.2% | $5,982+89.6% |
| Admin fee / account holder | $78 | $10,130-99.2% | $6,795-98.8% | $11,246-99.3% |