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 | $23,364 | $135,635-82.8% | $110,238-78.8% | $135,375-82.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -17.57% | 513.19%-530.8pp | 314.74%-332.3pp | 519.73%-537.3pp |
| Employer contribution / active EE | $3,140 | $4,906-36.0% | $3,826-18.0% | $4,779-34.3% |
| Participant deferral / active EE | $9,565 | $5,506+73.7% | $4,672+104.7% | $5,609+70.5% |
| Admin fee / account holder | $167 | $11,457-98.5% | $8,547-98.1% | $10,827-98.5% |