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 | $15,956 | $160,055-90.0% | $140,016-88.6% | $135,375-88.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.18% | 911.38%-923.6pp | 651.12%-663.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $5,352 | $6,420-16.6% | $5,606-4.5% | $4,779+12.0% |
| Participant deferral / active EE | $6,187 | $7,642-19.0% | $6,927-10.7% | $5,609+10.3% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |