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 | $18,035 | $138,065-86.9% | $123,544-85.4% | $135,375-86.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.63% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,493 | $5,151-51.6% | $4,628-46.1% | $4,779-47.8% |
| Participant deferral / active EE | $6,705 | $6,799-1.4% | $6,426+4.3% | $5,609+19.5% |
| Admin fee / account holder | $143 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |