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 | $7,946 | $105,998-92.5% | $92,233-91.4% | $147,584-94.6% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | -103.43% | 50.05%-153.5pp | 176.28%-279.7pp | 578.55%-682.0pp |
| Employer contribution / active EE | $2,515 | $4,333-42.0% | $3,679-31.7% | $4,876-48.4% |
| Participant deferral / active EE | $4,005 | $4,478-10.5% | $3,897+2.8% | $5,439-26.4% |
| Admin fee / account holder | $44 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |