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 | $7,574 | $54,350-86.1% | $82,719-90.8% | $68,494-88.9% |
| Participation rate | 75.9% | 63.9%+11.9pp | 72.6%+3.3pp | 67.9%+8.0pp |
| Annual return | -20.81% | -13.67%-7.1pp | 701.18%-722.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $947 | $2,218-57.3% | $3,009-68.5% | $2,596-63.5% |
| Participant deferral / active EE | $1,652 | $3,246-49.1% | $4,395-62.4% | $4,027-59.0% |
| Admin fee / account holder | $88 | $4,395-98.0% | $5,329-98.4% | $5,403-98.4% |