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 8-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 | $11,865 | $97,757-87.9% | $83,848-85.8% | $135,375-91.2% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -19.89% | 1287.37%-1307.3pp | 850.88%-870.8pp | 519.73%-539.6pp |
| Employer contribution / active EE | $2,340 | $4,222-44.6% | $3,631-35.6% | $4,779-51.0% |
| Participant deferral / active EE | $3,734 | $4,682-20.2% | $4,082-8.5% | $5,609-33.4% |
| Admin fee / account holder | $127 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |