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 5-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 | $20,042 | $167,484-88.0% | $151,611-86.8% | $134,475-85.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.96% | 7.80%-35.8pp | 3.33%-31.3pp | 417.96%-445.9pp |
| Employer contribution / active EE | $5,481 | $6,829-19.7% | $6,166-11.1% | $4,740+15.6% |
| Participant deferral / active EE | $8,576 | $8,986-4.6% | $8,363+2.5% | $6,400+34.0% |
| Admin fee / account holder | $137 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |