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 10-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 | $3,544 | $56,199-93.7% | $67,652-94.8% | $59,632-94.1% |
| Participation rate | 95.6% | 71.5%+24.1pp | 75.7%+19.9pp | 68.7%+26.9pp |
| Annual return | -5.28% | 18505.31%-18510.6pp | 6625.04%-6630.3pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,274 | $2,844-55.2% | $3,560-64.2% | $3,192-60.1% |
| Admin fee / account holder | $59 | $3,958-98.5% | $4,821-98.8% | $4,297-98.6% |