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 | $21,524 | $160,055-86.6% | $140,016-84.6% | $135,375-84.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -33.32% | 911.38%-944.7pp | 651.12%-684.4pp | 519.73%-553.1pp |
| Employer contribution / active EE | $2,891 | $6,420-55.0% | $5,606-48.4% | $4,779-39.5% |
| Participant deferral / active EE | $12,036 | $7,642+57.5% | $6,927+73.8% | $5,609+114.6% |
| Admin fee / account holder | $285 | $13,328-97.9% | $10,705-97.3% | $10,827-97.4% |