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 | $5,497 | $97,757-94.4% | $83,848-93.4% | $135,375-95.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -13.28% | 1287.37%-1300.6pp | 850.88%-864.2pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,230 | $4,222-70.9% | $3,631-66.1% | $4,779-74.3% |
| Participant deferral / active EE | $1,487 | $4,682-68.2% | $4,082-63.6% | $5,609-73.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |