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 | $3,868 | $104,106-96.3% | $71,086-94.6% | $135,375-97.1% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -27.24% | 1256.30%-1283.5pp | 650.59%-677.8pp | 519.73%-547.0pp |
| Employer contribution / active EE | $378 | $1,485-74.6% | $1,088-65.3% | $4,779-92.1% |
| Participant deferral / active EE | $2,008 | $2,527-20.5% | $1,874+7.1% | $5,609-64.2% |
| Admin fee / account holder | $20 | $4,142-99.5% | $3,082-99.3% | $10,827-99.8% |