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 | $2,457 | $90,600-97.3% | $79,464-96.9% | $135,375-98.2% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -33.29% | 977.43%-1010.7pp | 718.14%-751.4pp | 519.73%-553.0pp |
| Employer contribution / active EE | $2,042 | $3,068-33.4% | $2,800-27.1% | $4,779-57.3% |
| Participant deferral / active EE | $3,907 | $4,050-3.5% | $3,704+5.5% | $5,609-30.3% |
| Admin fee / account holder | $116 | $5,907-98.0% | $5,113-97.7% | $10,827-98.9% |