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 | $6,461 | $180,449-96.4% | $154,107-95.8% | $135,375-95.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -24.22% | 888.09%-912.3pp | 735.12%-759.3pp | 519.73%-544.0pp |
| Employer contribution / active EE | $1,265 | $6,035-79.0% | $5,298-76.1% | $4,779-73.5% |
| Participant deferral / active EE | $3,143 | $5,806-45.9% | $5,081-38.1% | $5,609-44.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |