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 | $7,191 | $135,635-94.7% | $110,238-93.5% | $135,375-94.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -20.87% | 513.19%-534.1pp | 314.74%-335.6pp | 519.73%-540.6pp |
| Employer contribution / active EE | $1,065 | $4,906-78.3% | $3,826-72.2% | $4,779-77.7% |
| Participant deferral / active EE | $14,472 | $5,506+162.8% | $4,672+209.8% | $5,609+158.0% |
| Admin fee / account holder | $136 | $11,457-98.8% | $8,547-98.4% | $10,827-98.7% |