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 | $14,635 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -23.79% | 750.33%-774.1pp | 572.05%-595.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,387 | $5,243-73.6% | $4,814-71.2% | $4,740-70.7% |
| Participant deferral / active EE | $8,944 | $7,799+14.7% | $7,446+20.1% | $6,400+39.8% |
| Admin fee / account holder | $103 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |