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 | $6,460 | $90,600-92.9% | $79,464-91.9% | $135,375-95.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -16.99% | 977.43%-994.4pp | 718.14%-735.1pp | 519.73%-536.7pp |
| Employer contribution / active EE | $1,331 | $3,068-56.6% | $2,800-52.5% | $4,779-72.2% |
| Participant deferral / active EE | $2,605 | $4,050-35.7% | $3,704-29.7% | $5,609-53.6% |
| Admin fee / account holder | $159 | $5,907-97.3% | $5,113-96.9% | $10,827-98.5% |