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 10-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 | $7,500 | $95,971-92.2% | $74,550-89.9% | $135,375-94.5% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -19.42% | 56.96%-76.4pp | 32.53%-51.9pp | 519.73%-539.2pp |
| Employer contribution / active EE | $1,174 | $2,716-56.8% | $1,961-40.1% | $4,779-75.4% |
| Participant deferral / active EE | $1,410 | $3,843-63.3% | $3,108-54.6% | $5,609-74.9% |
| Admin fee / account holder | $137 | $6,522-97.9% | $5,060-97.3% | $10,827-98.7% |