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 | $13,411 | $138,044-90.3% | $125,339-89.3% | $134,475-90.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.15% | 750.33%-775.5pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $4,411 | $5,243-15.9% | $4,814-8.4% | $4,740-6.9% |
| Participant deferral / active EE | $13,234 | $7,799+69.7% | $7,446+77.7% | $6,400+106.8% |
| Admin fee / account holder | $49 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |