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 5-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 | $8,463 | $138,044-93.9% | $125,339-93.2% | $134,475-93.7% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -61.74% | 750.33%-812.1pp | 572.05%-633.8pp | 417.96%-479.7pp |
| Employer contribution / active EE | $1,849 | $5,243-64.7% | $4,814-61.6% | $4,740-61.0% |
| Participant deferral / active EE | $5,608 | $7,799-28.1% | $7,446-24.7% | $6,400-12.4% |
| Admin fee / account holder | $114 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |