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 6-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 | $4,237 | $190,805-97.8% | $159,960-97.4% | $134,475-96.8% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -21.29% | 552.23%-573.5pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,008 | $4,995-79.8% | $4,226-76.1% | $4,740-78.7% |
| Participant deferral / active EE | $1,621 | $6,923-76.6% | $6,182-73.8% | $6,400-74.7% |
| Admin fee / account holder | $33 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |