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 | $27,618 | $180,449-84.7% | $154,107-82.1% | $135,375-79.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.48% | 888.09%-900.6pp | 735.12%-747.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,562 | $6,035-57.5% | $5,298-51.6% | $4,779-46.4% |
| Participant deferral / active EE | $7,599 | $5,806+30.9% | $5,081+49.6% | $5,609+35.5% |
| Admin fee / account holder | $196 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |