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 | $17,145 | $211,958-91.9% | $169,463-89.9% | $135,375-87.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -20.94% | 3.26%-24.2pp | 1.83%-22.8pp | 519.73%-540.7pp |
| Employer contribution / active EE | $1,260 | $5,120-75.4% | $4,159-69.7% | $4,779-73.6% |
| Participant deferral / active EE | $8,358 | $6,075+37.6% | $5,277+58.4% | $5,609+49.0% |
| Admin fee / account holder | $112 | $11,471-99.0% | $9,109-98.8% | $10,827-99.0% |