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 6-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 | $5,014 | $99,640-95.0% | $86,436-94.2% | $134,475-96.3% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -33.16% | 6782.58%-6815.7pp | 4394.89%-4428.1pp | 417.96%-451.1pp |
| Employer contribution / active EE | $1,561 | $4,400-64.5% | $3,769-58.6% | $4,740-67.1% |
| Participant deferral / active EE | $3,238 | $7,246-55.3% | $6,952-53.4% | $6,400-49.4% |
| Admin fee / account holder | $166 | $8,371-98.0% | $6,731-97.5% | $11,426-98.5% |