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 | $5,056 | $117,690-95.7% | $71,735-93.0% | $134,475-96.2% |
| Participation rate | 89.5% | 68.8%+20.6pp | 62.3%+27.2pp | 81.2%+8.3pp |
| Annual return | -39.35% | 25.44%-64.8pp | 9.14%-48.5pp | 417.96%-457.3pp |
| Employer contribution / active EE | $991 | $2,525-60.8% | $1,704-41.8% | $4,740-79.1% |
| Participant deferral / active EE | $3,094 | $3,759-17.7% | $2,658+16.4% | $6,400-51.7% |
| Admin fee / account holder | $119 | $6,379-98.1% | $3,974-97.0% | $11,426-99.0% |