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 7-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 | $3,589 | $152,587-97.6% | $125,175-97.1% | $152,861-97.7% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | -4.72% | 54.84%-59.6pp | 43.79%-48.5pp | 345.32%-350.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $178 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |