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 | $25,548 | $180,449-85.8% | $154,107-83.4% | $135,375-81.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,585 | $6,035-73.7% | $5,298-70.1% | $4,779-66.8% |
| Participant deferral / active EE | $4,110 | $5,806-29.2% | $5,081-19.1% | $5,609-26.7% |
| Admin fee / account holder | $1 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |