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 | $10,100 | $180,449-94.4% | $154,107-93.4% | $135,375-92.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.76% | 888.09%-902.9pp | 735.12%-749.9pp | 519.73%-534.5pp |
| Employer contribution / active EE | $1,711 | $6,035-71.6% | $5,298-67.7% | $4,779-64.2% |
| Participant deferral / active EE | $5,884 | $5,806+1.3% | $5,081+15.8% | $5,609+4.9% |
| Admin fee / account holder | $59 | $16,143-99.6% | $13,411-99.6% | $10,827-99.5% |