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 | $6,154 | $97,757-93.7% | $83,848-92.7% | $135,375-95.5% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -40.97% | 1287.37%-1328.3pp | 850.88%-891.8pp | 519.73%-560.7pp |
| Employer contribution / active EE | $1,449 | $4,222-65.7% | $3,631-60.1% | $4,779-69.7% |
| Participant deferral / active EE | $2,389 | $4,682-49.0% | $4,082-41.5% | $5,609-57.4% |
| Admin fee / account holder | $66 | $6,674-99.0% | $5,478-98.8% | $10,827-99.4% |