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 | $14,539 | $95,971-84.9% | $74,550-80.5% | $135,375-89.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.37% | 56.96%-73.3pp | 32.53%-48.9pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,330 | $2,716-51.0% | $1,961-32.2% | $4,779-72.2% |
| Participant deferral / active EE | $6,849 | $3,843+78.2% | $3,108+120.4% | $5,609+22.1% |
| Admin fee / account holder | $150 | $6,522-97.7% | $5,060-97.0% | $10,827-98.6% |