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 | $3,018 | $100,754-97.0% | $86,677-96.5% | $134,475-97.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -300.23% | 29.04%-329.3pp | 35.91%-336.1pp | 417.96%-718.2pp |
| Employer contribution / active EE | $1,429 | $3,489-59.1% | $2,836-49.6% | $4,740-69.9% |
| Participant deferral / active EE | $1,786 | $5,338-66.5% | $4,656-61.6% | $6,400-72.1% |
| Admin fee / account holder | $140 | $10,926-98.7% | $7,493-98.1% | $11,426-98.8% |