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 | $8,622 | $90,600-90.5% | $79,464-89.2% | $135,375-93.6% |
| Participation rate | 79.2% | 76.0%+3.1pp | 73.3%+5.8pp | 82.6%-3.5pp |
| Annual return | -26.02% | 977.43%-1003.4pp | 718.14%-744.2pp | 519.73%-545.8pp |
| Employer contribution / active EE | $1,568 | $3,068-48.9% | $2,800-44.0% | $4,779-67.2% |
| Participant deferral / active EE | $3,852 | $4,050-4.9% | $3,704+4.0% | $5,609-31.3% |
| Admin fee / account holder | $297 | $5,907-95.0% | $5,113-94.2% | $10,827-97.3% |