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 9-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 | $5,018 | $97,757-94.9% | $83,848-94.0% | $135,375-96.3% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | -12.83% | 1287.37%-1300.2pp | 850.88%-863.7pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,242 | $4,222-70.6% | $3,631-65.8% | $4,779-74.0% |
| Participant deferral / active EE | $1,926 | $4,682-58.9% | $4,082-52.8% | $5,609-65.7% |
| Admin fee / account holder | $85 | $6,674-98.7% | $5,478-98.4% | $10,827-99.2% |