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 | $3,055 | $95,971-96.8% | $74,550-95.9% | $135,375-97.7% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -267.25% | 56.96%-324.2pp | 32.53%-299.8pp | 519.73%-787.0pp |
| Employer contribution / active EE | $770 | $2,716-71.6% | $1,961-60.7% | $4,779-83.9% |
| Participant deferral / active EE | $2,103 | $3,843-45.3% | $3,108-32.3% | $5,609-62.5% |
| Admin fee / account holder | $66 | $6,522-99.0% | $5,060-98.7% | $10,827-99.4% |