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 | $3,759 | $95,971-96.1% | $74,550-95.0% | $135,375-97.2% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -21.08% | 56.96%-78.0pp | 32.53%-53.6pp | 519.73%-540.8pp |
| Employer contribution / active EE | $708 | $2,716-74.0% | $1,961-63.9% | $4,779-85.2% |
| Participant deferral / active EE | $1,621 | $3,843-57.8% | $3,108-47.8% | $5,609-71.1% |
| Admin fee / account holder | $262 | $6,522-96.0% | $5,060-94.8% | $10,827-97.6% |