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 5-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 | $18,515 | $167,484-88.9% | $151,611-87.8% | $134,475-86.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.27% | 7.80%-37.1pp | 3.33%-32.6pp | 417.96%-447.2pp |
| Employer contribution / active EE | $1,898 | $6,829-72.2% | $6,166-69.2% | $4,740-60.0% |
| Participant deferral / active EE | $3,898 | $8,986-56.6% | $8,363-53.4% | $6,400-39.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |