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 | $9,504 | $95,971-90.1% | $74,550-87.3% | $135,375-93.0% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -23.62% | 56.96%-80.6pp | 32.53%-56.2pp | 519.73%-543.4pp |
| Employer contribution / active EE | $3,202 | $2,716+17.9% | $1,961+63.3% | $4,779-33.0% |
| Participant deferral / active EE | $5,427 | $3,843+41.2% | $3,108+74.6% | $5,609-3.2% |
| Admin fee / account holder | $55 | $6,522-99.2% | $5,060-98.9% | $10,827-99.5% |