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 | $4,597 | $77,813-94.1% | $123,544-96.3% | $64,186-92.8% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -185.52% | 12.48%-198.0pp | 119.20%-304.7pp | 7.63%-193.2pp |
| Employer contribution / active EE | $1,158 | $3,014-61.6% | $4,628-75.0% | $2,381-51.4% |
| Participant deferral / active EE | $3,774 | $5,240-28.0% | $6,426-41.3% | $3,470+8.8% |
| Admin fee / account holder | $67 | $5,519-98.8% | $9,284-99.3% | $4,888-98.6% |