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 | $1,005 | $90,600-98.9% | $79,464-98.7% | $135,375-99.3% |
| Participation rate | 73.7% | 76.0%-2.4pp | 73.3%+0.3pp | 82.6%-9.0pp |
| Annual return | -384.21% | 977.43%-1361.6pp | 718.14%-1102.4pp | 519.73%-903.9pp |
| Employer contribution / active EE | $374 | $3,068-87.8% | $2,800-86.7% | $4,779-92.2% |
| Participant deferral / active EE | $570 | $4,050-85.9% | $3,704-84.6% | $5,609-89.8% |
| Admin fee / account holder | $140 | $5,907-97.6% | $5,113-97.3% | $10,827-98.7% |