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 | $9,683 | $138,065-93.0% | $123,544-92.2% | $135,375-92.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -25.34% | 153.68%-179.0pp | 119.20%-144.5pp | 519.73%-545.1pp |
| Employer contribution / active EE | $5,693 | $5,151+10.5% | $4,628+23.0% | $4,779+19.1% |
| Participant deferral / active EE | $3,111 | $6,799-54.2% | $6,426-51.6% | $5,609-44.5% |
| Admin fee / account holder | $239 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |