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 | $4,538 | $138,065-96.7% | $123,544-96.3% | $135,375-96.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -28.90% | 153.68%-182.6pp | 119.20%-148.1pp | 519.73%-548.6pp |
| Employer contribution / active EE | $1,376 | $5,151-73.3% | $4,628-70.3% | $4,779-71.2% |
| Participant deferral / active EE | $2,741 | $6,799-59.7% | $6,426-57.3% | $5,609-51.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |