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 7-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 | $6,464 | $106,543-93.9% | $91,220-92.9% | $134,475-95.2% |
| Participation rate | 94.4% | 76.8%+17.6pp | 73.2%+21.2pp | 81.2%+13.2pp |
| Annual return | -23.16% | 160.60%-183.8pp | 114.01%-137.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,381 | $3,331-28.5% | $2,850-16.5% | $4,740-49.8% |
| Participant deferral / active EE | $3,499 | $4,719-25.9% | $4,234-17.4% | $6,400-45.3% |
| Admin fee / account holder | $53 | $6,231-99.2% | $5,420-99.0% | $11,426-99.5% |