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 | $8,040 | $95,971-91.6% | $74,550-89.2% | $135,375-94.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -17.82% | 56.96%-74.8pp | 32.53%-50.3pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,394 | $2,716-48.7% | $1,961-28.9% | $4,779-70.8% |
| Participant deferral / active EE | $3,102 | $3,843-19.3% | $3,108-0.2% | $5,609-44.7% |
| Admin fee / account holder | $224 | $6,522-96.6% | $5,060-95.6% | $10,827-97.9% |