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 | $4,624 | $190,805-97.6% | $159,960-97.1% | $134,475-96.6% |
| Participation rate | 94.7% | 81.9%+12.8pp | 78.0%+16.8pp | 81.2%+13.5pp |
| Annual return | -21.29% | 552.23%-573.5pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $813 | $4,995-83.7% | $4,226-80.8% | $4,740-82.9% |
| Participant deferral / active EE | $1,948 | $6,923-71.9% | $6,182-68.5% | $6,400-69.6% |
| Admin fee / account holder | $77 | $10,471-99.3% | $8,698-99.1% | $11,426-99.3% |