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 7-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 | $9,315 | $197,825-95.3% | $155,790-94.0% | $125,391-92.6% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -4.69% | 86.74%-91.4pp | 71.54%-76.2pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,033 | $4,847-78.7% | $3,836-73.1% | $4,866-78.8% |
| Participant deferral / active EE | $1,632 | $5,630-71.0% | $4,797-66.0% | $5,352-69.5% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |