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 6-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 | $14,203 | $165,335-91.4% | $149,696-90.5% | $158,922-91.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -7.60% | 348.15%-355.7pp | 276.60%-284.2pp | 302.83%-310.4pp |
| Employer contribution / active EE | $950 | $5,103-81.4% | $4,644-79.5% | $4,761-80.0% |
| Participant deferral / active EE | $4,867 | $7,181-32.2% | $6,842-28.9% | $5,982-18.6% |
| Admin fee / account holder | $47 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |