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 | $29,065 | $160,055-81.8% | $140,016-79.2% | $135,375-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.28% | 911.38%-927.7pp | 651.12%-667.4pp | 519.73%-536.0pp |
| Employer contribution / active EE | $2,872 | $6,420-55.3% | $5,606-48.8% | $4,779-39.9% |
| Participant deferral / active EE | $12,550 | $7,642+64.2% | $6,927+81.2% | $5,609+123.8% |
| Admin fee / account holder | $206 | $13,328-98.5% | $10,705-98.1% | $10,827-98.1% |