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 | $10,071 | $82,630-87.8% | $64,105-84.3% | $125,391-92.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 68.2%+9.6pp | 83.2%-5.4pp |
| Annual return | -6.04% | 1489.72%-1495.8pp | 791.24%-797.3pp | 282.22%-288.3pp |
| Employer contribution / active EE | $777 | $2,671-70.9% | $1,820-57.3% | $4,866-84.0% |
| Participant deferral / active EE | $2,453 | $3,608-32.0% | $2,822-13.1% | $5,352-54.2% |
| Admin fee / account holder | $24 | $6,382-99.6% | $4,499-99.5% | $9,540-99.8% |