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 | $20,229 | $138,065-85.3% | $123,544-83.6% | $135,375-85.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -11.65% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,414 | $5,151-72.6% | $4,628-69.4% | $4,779-70.4% |
| Participant deferral / active EE | $8,352 | $6,799+22.8% | $6,426+30.0% | $5,609+48.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |