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 | $5,458 | $76,000-92.8% | $154,107-96.5% | $64,186-91.5% |
| Participation rate | 76.3% | 70.4%+5.9pp | 83.0%-6.7pp | 69.6%+6.7pp |
| Annual return | -17.27% | 30.32%-47.6pp | 735.12%-752.4pp | 7.63%-24.9pp |
| Employer contribution / active EE | $963 | $3,351-71.3% | $5,298-81.8% | $2,381-59.5% |
| Participant deferral / active EE | $2,071 | $3,175-34.8% | $5,081-59.2% | $3,470-40.3% |
| Admin fee / account holder | $239 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |