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 4-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 | $15,671 | $167,307-90.6% | $143,757-89.1% | $134,475-88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -57.53% | 0.46%-58.0pp | -0.04%-57.5pp | 417.96%-475.5pp |
| Employer contribution / active EE | $3,026 | $5,619-46.1% | $4,951-38.9% | $4,740-36.2% |
| Participant deferral / active EE | $11,574 | $6,446+79.6% | $5,637+105.3% | $6,400+80.9% |
| Admin fee / account holder | $214 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |