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 8-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 | $9,638 | $180,449-94.7% | $154,107-93.7% | $135,375-92.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.81% | 888.09%-900.9pp | 735.12%-747.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,301 | $6,035-78.4% | $5,298-75.4% | $4,779-72.8% |
| Participant deferral / active EE | $6,394 | $5,806+10.1% | $5,081+25.9% | $5,609+14.0% |
| Admin fee / account holder | $34 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |