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 7-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 | $12,688 | $175,600-92.8% | $129,110-90.2% | $134,475-90.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -21.27% | -11.39%-9.9pp | -10.94%-10.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $8,609 | $6,355+35.5% | $5,052+70.4% | $4,740+81.6% |
| Participant deferral / active EE | $2,990 | $7,975-62.5% | $6,542-54.3% | $6,400-53.3% |
| Admin fee / account holder | $58 | $23,567-99.8% | $14,302-99.6% | $11,426-99.5% |