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 | $15,598 | $167,484-90.7% | $151,611-89.7% | $134,475-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.07% | 7.80%-29.9pp | 3.33%-25.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,268 | $6,829-52.1% | $6,166-47.0% | $4,740-31.0% |
| Participant deferral / active EE | $7,380 | $8,986-17.9% | $8,363-11.8% | $6,400+15.3% |
| Admin fee / account holder | $229 | $13,783-98.3% | $11,616-98.0% | $11,426-98.0% |