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 | $2,705 | $99,640-97.3% | $86,436-96.9% | $134,475-98.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -32.95% | 6782.58%-6815.5pp | 4394.89%-4427.8pp | 417.96%-450.9pp |
| Employer contribution / active EE | $563 | $4,400-87.2% | $3,769-85.1% | $4,740-88.1% |
| Participant deferral / active EE | $2,853 | $7,246-60.6% | $6,952-59.0% | $6,400-55.4% |
| Admin fee / account holder | $18 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |