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 10-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 | $15,184 | $138,065-89.0% | $123,544-87.7% | $135,375-88.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -67.49% | 153.68%-221.2pp | 119.20%-186.7pp | 519.73%-587.2pp |
| Employer contribution / active EE | $1,396 | $5,151-72.9% | $4,628-69.8% | $4,779-70.8% |
| Participant deferral / active EE | $5,840 | $6,799-14.1% | $6,426-9.1% | $5,609+4.1% |
| Admin fee / account holder | $5 | $10,916-100.0% | $9,284-99.9% | $10,827-100.0% |