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 8-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 | $5,883 | $127,386-95.4% | $115,037-94.9% | $125,391-95.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.60% | 31.28%-37.9pp | 26.14%-32.7pp | 282.22%-288.8pp |
| Employer contribution / active EE | $2,702 | $5,166-47.7% | $4,608-41.4% | $4,866-44.5% |
| Participant deferral / active EE | $2,922 | $6,423-54.5% | $6,026-51.5% | $5,352-45.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |