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 | $7,096 | $97,757-92.7% | $83,848-91.5% | $135,375-94.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -21.24% | 1287.37%-1308.6pp | 850.88%-872.1pp | 519.73%-541.0pp |
| Employer contribution / active EE | $2,194 | $4,222-48.0% | $3,631-39.6% | $4,779-54.1% |
| Participant deferral / active EE | $3,471 | $4,682-25.9% | $4,082-15.0% | $5,609-38.1% |
| Admin fee / account holder | $90 | $6,674-98.6% | $5,478-98.4% | $10,827-99.2% |