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 3-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 | $588 | $238,490-99.8% | $180,183-99.7% | $142,382-99.6% |
| Participation rate | 88.2% | 82.3%+6.0pp | 77.4%+10.8pp | 80.1%+8.1pp |
| Annual return | -89.37% | 33.56%-122.9pp | 27.86%-117.2pp | 217.08%-306.4pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |