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 | $5,385 | $138,065-96.1% | $123,544-95.6% | $135,375-96.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -836.92% | 153.68%-990.6pp | 119.20%-956.1pp | 519.73%-1356.7pp |
| Employer contribution / active EE | $2,531 | $5,151-50.9% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $3,169 | $6,799-53.4% | $6,426-50.7% | $5,609-43.5% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |