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 | $8,916 | $138,065-93.5% | $123,544-92.8% | $135,375-93.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.88% | 153.68%-170.6pp | 119.20%-136.1pp | 519.73%-536.6pp |
| Employer contribution / active EE | $3,193 | $5,151-38.0% | $4,628-31.0% | $4,779-33.2% |
| Participant deferral / active EE | $5,441 | $6,799-20.0% | $6,426-15.3% | $5,609-3.0% |
| Admin fee / account holder | $242 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |