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 5-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 | $3,199 | $92,703-96.5% | $82,719-96.1% | $134,475-97.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -23.30% | 944.92%-968.2pp | 701.18%-724.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,028 | $3,274-68.6% | $3,009-65.8% | $4,740-78.3% |
| Participant deferral / active EE | $1,576 | $4,802-67.2% | $4,395-64.1% | $6,400-75.4% |
| Admin fee / account holder | $75 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |