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 4-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 | $9,982 | $133,958-92.5% | $112,228-91.1% | $134,475-92.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -63.36% | 47.11%-110.5pp | 27.45%-90.8pp | 417.96%-481.3pp |
| Employer contribution / active EE | $2,043 | $4,038-49.4% | $3,635-43.8% | $4,740-56.9% |
| Participant deferral / active EE | $6,581 | $5,291+24.4% | $4,728+39.2% | $6,400+2.8% |
| Admin fee / account holder | $88 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |