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 | $14,741 | $228,332-93.5% | $185,823-92.1% | $158,922-90.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -1.26% | 40.80%-42.1pp | 35.95%-37.2pp | 302.83%-304.1pp |
| Employer contribution / active EE | $2,607 | $4,967-47.5% | $4,087-36.2% | $4,761-45.2% |
| Participant deferral / active EE | $9,750 | $6,415+52.0% | $5,632+73.1% | $5,982+63.0% |
| Admin fee / account holder | $139 | $11,864-98.8% | $9,500-98.5% | $11,246-98.8% |