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 10-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 | $11,642 | $197,825-94.1% | $155,790-92.5% | $125,391-90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -13.86% | 86.74%-100.6pp | 71.54%-85.4pp | 282.22%-296.1pp |
| Employer contribution / active EE | $2,477 | $4,847-48.9% | $3,836-35.4% | $4,866-49.1% |
| Participant deferral / active EE | $6,107 | $5,630+8.5% | $4,797+27.3% | $5,352+14.1% |
| Admin fee / account holder | $216 | $9,545-97.7% | $7,478-97.1% | $9,540-97.7% |