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 | $10,897 | $97,757-88.9% | $83,848-87.0% | $135,375-92.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.70% | 1287.37%-1304.1pp | 850.88%-867.6pp | 519.73%-536.4pp |
| Employer contribution / active EE | $6,101 | $4,222+44.5% | $3,631+68.0% | $4,779+27.7% |
| Participant deferral / active EE | $1,961 | $4,682-58.1% | $4,082-52.0% | $5,609-65.0% |
| Admin fee / account holder | $19 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |