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 9-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 | $5,581 | $75,935-92.7% | $60,547-90.8% | $125,391-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -7.55% | -5.38%-2.2pp | 335.64%-343.2pp | 282.22%-289.8pp |
| Employer contribution / active EE | $1,458 | $3,438-57.6% | $2,419-39.7% | $4,866-70.0% |
| Participant deferral / active EE | $1,572 | $4,506-65.1% | $3,328-52.8% | $5,352-70.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |