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 10-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 | $8,243 | $180,449-95.4% | $154,107-94.7% | $135,375-93.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.09% | 888.09%-901.2pp | 735.12%-748.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,514 | $6,035-74.9% | $5,298-71.4% | $4,779-68.3% |
| Participant deferral / active EE | $2,479 | $5,806-57.3% | $5,081-51.2% | $5,609-55.8% |
| Admin fee / account holder | $51 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |