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 | $13,232 | $160,055-91.7% | $140,016-90.5% | $135,375-90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.72% | 911.38%-925.1pp | 651.12%-664.8pp | 519.73%-533.5pp |
| Employer contribution / active EE | $2,619 | $6,420-59.2% | $5,606-53.3% | $4,779-45.2% |
| Participant deferral / active EE | $8,165 | $7,642+6.8% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $73 | $13,328-99.5% | $10,705-99.3% | $10,827-99.3% |