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 | $7,980 | $76,000-89.5% | $154,107-94.8% | $64,186-87.6% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -10.45% | 30.32%-40.8pp | 735.12%-745.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,487 | $3,351-25.8% | $5,298-53.1% | $2,381+4.5% |
| Participant deferral / active EE | $1,507 | $3,175-52.5% | $5,081-70.3% | $3,470-56.6% |
| Admin fee / account holder | $239 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |