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 | $13,482 | $97,757-86.2% | $83,848-83.9% | $135,375-90.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -16.44% | 1287.37%-1303.8pp | 850.88%-867.3pp | 519.73%-536.2pp |
| Employer contribution / active EE | $1,923 | $4,222-54.4% | $3,631-47.0% | $4,779-59.8% |
| Participant deferral / active EE | $5,047 | $4,682+7.8% | $4,082+23.7% | $5,609-10.0% |
| Admin fee / account holder | $47 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |