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 8-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 | $28,164 | $160,055-82.4% | $140,016-79.9% | $135,375-79.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.52% | 911.38%-923.9pp | 651.12%-663.6pp | 519.73%-532.3pp |
| Employer contribution / active EE | $2,244 | $6,420-65.0% | $5,606-60.0% | $4,779-53.0% |
| Participant deferral / active EE | $12,930 | $7,642+69.2% | $6,927+86.7% | $5,609+130.5% |
| Admin fee / account holder | $63 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |