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 7-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 | $4,631 | $210,648-97.8% | $177,989-97.4% | $145,922-96.8% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | -48.21% | 385.86%-434.1pp | 294.48%-342.7pp | 561.29%-609.5pp |
| Employer contribution / active EE | $1,103 | $4,565-75.8% | $3,949-72.1% | $4,660-76.3% |
| Participant deferral / active EE | $1,987 | $6,958-71.4% | $6,276-68.3% | $6,688-70.3% |
| Admin fee / account holder | $16 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |