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 8-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 | $7,271 | $100,754-92.8% | $86,677-91.6% | $134,475-94.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.73% | 29.04%-55.8pp | 35.91%-62.6pp | 417.96%-444.7pp |
| Employer contribution / active EE | $1,357 | $3,489-61.1% | $2,836-52.2% | $4,740-71.4% |
| Participant deferral / active EE | $2,055 | $5,338-61.5% | $4,656-55.9% | $6,400-67.9% |
| Admin fee / account holder | $286 | $10,926-97.4% | $7,493-96.2% | $11,426-97.5% |