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 | $9,302 | $90,600-89.7% | $79,464-88.3% | $135,375-93.1% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -29.44% | 977.43%-1006.9pp | 718.14%-747.6pp | 519.73%-549.2pp |
| Employer contribution / active EE | $2,946 | $3,068-4.0% | $2,800+5.2% | $4,779-38.4% |
| Participant deferral / active EE | $5,037 | $4,050+24.4% | $3,704+36.0% | $5,609-10.2% |
| Admin fee / account holder | $78 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |