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 | $12,116 | $135,635-91.1% | $110,238-89.0% | $135,375-91.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.18% | 513.19%-522.4pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,514 | $4,906-69.1% | $3,826-60.4% | $4,779-68.3% |
| Participant deferral / active EE | $2,321 | $5,506-57.8% | $4,672-50.3% | $5,609-58.6% |
| Admin fee / account holder | $231 | $11,457-98.0% | $8,547-97.3% | $10,827-97.9% |