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 6-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 | $5,777 | $92,703-93.8% | $82,719-93.0% | $134,475-95.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -24.17% | 944.92%-969.1pp | 701.18%-725.3pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,431 | $3,274-56.3% | $3,009-52.4% | $4,740-69.8% |
| Participant deferral / active EE | $2,379 | $4,802-50.5% | $4,395-45.9% | $6,400-62.8% |
| Admin fee / account holder | $37 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |