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 | $10,668 | $97,757-89.1% | $83,848-87.3% | $135,375-92.1% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -18.03% | 1287.37%-1305.4pp | 850.88%-868.9pp | 519.73%-537.8pp |
| Employer contribution / active EE | $2,328 | $4,222-44.8% | $3,631-35.9% | $4,779-51.3% |
| Participant deferral / active EE | $3,721 | $4,682-20.5% | $4,082-8.8% | $5,609-33.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |