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 6-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 | $3,735 | $152,509-97.6% | $117,472-96.8% | $134,475-97.2% |
| Participation rate | 92.3% | 77.1%+15.2pp | 70.6%+21.7pp | 81.2%+11.1pp |
| Annual return | -25.30% | 52.99%-78.3pp | 29.74%-55.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $635 | $5,571-88.6% | $4,176-84.8% | $4,740-86.6% |
| Participant deferral / active EE | $2,069 | $4,818-57.1% | $4,070-49.2% | $6,400-67.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |