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 7-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 | $12,752 | $190,805-93.3% | $159,960-92.0% | $134,475-90.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.12% | 552.23%-573.4pp | 408.60%-429.7pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,609 | $4,995-67.8% | $4,226-61.9% | $4,740-66.0% |
| Participant deferral / active EE | $3,500 | $6,923-49.5% | $6,182-43.4% | $6,400-45.3% |
| Admin fee / account holder | $154 | $10,471-98.5% | $8,698-98.2% | $11,426-98.6% |