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 | $12,846 | $97,757-86.9% | $83,848-84.7% | $135,375-90.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -15.59% | 1287.37%-1303.0pp | 850.88%-866.5pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,732 | $4,222-59.0% | $3,631-52.3% | $4,779-63.8% |
| Participant deferral / active EE | $4,927 | $4,682+5.2% | $4,082+20.7% | $5,609-12.2% |
| Admin fee / account holder | $22 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |