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 | $6,007 | $97,757-93.9% | $83,848-92.8% | $135,375-95.6% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -43.17% | 1287.37%-1330.5pp | 850.88%-894.0pp | 519.73%-562.9pp |
| Employer contribution / active EE | $906 | $4,222-78.5% | $3,631-75.0% | $4,779-81.0% |
| Participant deferral / active EE | $3,652 | $4,682-22.0% | $4,082-10.5% | $5,609-34.9% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |