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 9-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 | $10,319 | $99,020-89.6% | $86,590-88.1% | $147,584-93.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -13.66% | 1312.34%-1326.0pp | 964.84%-978.5pp | 578.55%-592.2pp |
| Employer contribution / active EE | $2,046 | $3,132-34.7% | $2,839-27.9% | $4,876-58.0% |
| Participant deferral / active EE | $4,257 | $3,972+7.2% | $3,609+18.0% | $5,439-21.7% |
| Admin fee / account holder | $256 | $5,710-95.5% | $4,906-94.8% | $10,885-97.7% |