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 | $12,461 | $135,635-90.8% | $110,238-88.7% | $135,375-90.8% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -11.91% | 513.19%-525.1pp | 314.74%-326.6pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,657 | $4,906-66.2% | $3,826-56.7% | $4,779-65.3% |
| Participant deferral / active EE | $3,211 | $5,506-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $16 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |