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 | $16,192 | $135,635-88.1% | $110,238-85.3% | $135,375-88.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -21.14% | 513.19%-534.3pp | 314.74%-335.9pp | 519.73%-540.9pp |
| Employer contribution / active EE | $1,518 | $4,906-69.1% | $3,826-60.3% | $4,779-68.2% |
| Participant deferral / active EE | $6,808 | $5,506+23.6% | $4,672+45.7% | $5,609+21.4% |
| Admin fee / account holder | $92 | $11,457-99.2% | $8,547-98.9% | $10,827-99.1% |