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 10-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 | $16,686 | $211,958-92.1% | $169,463-90.2% | $135,375-87.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -30.37% | 3.26%-33.6pp | 1.83%-32.2pp | 519.73%-550.1pp |
| Employer contribution / active EE | $5,822 | $5,120+13.7% | $4,159+40.0% | $4,779+21.8% |
| Participant deferral / active EE | $6,081 | $6,075+0.1% | $5,277+15.2% | $5,609+8.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |