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 | $13,740 | $180,449-92.4% | $154,107-91.1% | $135,375-89.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -13.09% | 888.09%-901.2pp | 735.12%-748.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,516 | $6,035-74.9% | $5,298-71.4% | $4,779-68.3% |
| Participant deferral / active EE | $3,726 | $5,806-35.8% | $5,081-26.7% | $5,609-33.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |