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 8-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 | $10,986 | $115,770-90.5% | $101,248-89.1% | $158,922-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -4.49% | 56.14%-60.6pp | 46.47%-51.0pp | 302.83%-307.3pp |
| Employer contribution / active EE | $858 | $4,175-79.4% | $3,660-76.5% | $4,761-82.0% |
| Participant deferral / active EE | $3,564 | $4,957-28.1% | $4,370-18.5% | $5,982-40.4% |
| Admin fee / account holder | $119 | $7,245-98.4% | $5,945-98.0% | $11,246-98.9% |