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 | $4,053 | $104,106-96.1% | $71,086-94.3% | $135,375-97.0% |
| Participation rate | 71.4% | 65.7%+5.8pp | 54.7%+16.8pp | 82.6%-11.2pp |
| Annual return | -14.22% | 1256.30%-1270.5pp | 650.59%-664.8pp | 519.73%-534.0pp |
| Employer contribution / active EE | $485 | $1,485-67.4% | $1,088-55.4% | $4,779-89.9% |
| Participant deferral / active EE | $1,041 | $2,527-58.8% | $1,874-44.4% | $5,609-81.4% |
| Admin fee / account holder | $30 | $4,142-99.3% | $3,082-99.0% | $10,827-99.7% |