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 | $26,440 | $160,055-83.5% | $140,016-81.1% | $135,375-80.5% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -11.19% | 911.38%-922.6pp | 651.12%-662.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,083 | $6,420-67.6% | $5,606-62.8% | $4,779-56.4% |
| Participant deferral / active EE | $6,565 | $7,642-14.1% | $6,927-5.2% | $5,609+17.1% |
| Admin fee / account holder | $18 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |