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 6-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 | $12,641 | $190,805-93.4% | $159,960-92.1% | $134,475-90.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -28.44% | 552.23%-580.7pp | 408.60%-437.0pp | 417.96%-446.4pp |
| Employer contribution / active EE | $1,871 | $4,995-62.5% | $4,226-55.7% | $4,740-60.5% |
| Participant deferral / active EE | $8,433 | $6,923+21.8% | $6,182+36.4% | $6,400+31.8% |
| Admin fee / account holder | $119 | $10,471-98.9% | $8,698-98.6% | $11,426-99.0% |