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 | $12,287 | $183,519-93.3% | $155,509-92.1% | $145,922-91.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | -5.10% | 61.17%-66.3pp | 64.67%-69.8pp | 561.29%-566.4pp |
| Employer contribution / active EE | $2,494 | $5,313-53.1% | $4,672-46.6% | $4,660-46.5% |
| Participant deferral / active EE | $2,700 | $6,462-58.2% | $5,626-52.0% | $6,688-59.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |