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 | $11,915 | $211,958-94.4% | $169,463-93.0% | $135,375-91.2% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -11.98% | 3.26%-15.2pp | 1.83%-13.8pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,765 | $5,120-65.5% | $4,159-57.6% | $4,779-63.1% |
| Participant deferral / active EE | $2,073 | $6,075-65.9% | $5,277-60.7% | $5,609-63.0% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |