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 | $13,167 | $167,484-92.1% | $151,611-91.3% | $134,475-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.77% | 7.80%-48.6pp | 3.33%-44.1pp | 417.96%-458.7pp |
| Employer contribution / active EE | $1,722 | $6,829-74.8% | $6,166-72.1% | $4,740-63.7% |
| Participant deferral / active EE | $9,374 | $8,986+4.3% | $8,363+12.1% | $6,400+46.5% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |