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 | $7,532 | $138,065-94.5% | $123,544-93.9% | $135,375-94.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -16.69% | 153.68%-170.4pp | 119.20%-135.9pp | 519.73%-536.4pp |
| Employer contribution / active EE | $902 | $5,151-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $3,121 | $6,799-54.1% | $6,426-51.4% | $5,609-44.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |