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 | $9,287 | $180,449-94.9% | $154,107-94.0% | $135,375-93.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -42.85% | 888.09%-930.9pp | 735.12%-778.0pp | 519.73%-562.6pp |
| Employer contribution / active EE | $1,883 | $6,035-68.8% | $5,298-64.5% | $4,779-60.6% |
| Participant deferral / active EE | $4,864 | $5,806-16.2% | $5,081-4.3% | $5,609-13.3% |
| Admin fee / account holder | $3 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |