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 | $17,458 | $180,449-90.3% | $154,107-88.7% | $135,375-87.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -15.73% | 888.09%-903.8pp | 735.12%-750.8pp | 519.73%-535.5pp |
| Employer contribution / active EE | $4,479 | $6,035-25.8% | $5,298-15.4% | $4,779-6.3% |
| Participant deferral / active EE | $8,354 | $5,806+43.9% | $5,081+64.4% | $5,609+48.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |