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 8-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 | $19,107 | $138,065-86.2% | $123,544-84.5% | $135,375-85.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.01% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,468 | $5,151-32.7% | $4,628-25.1% | $4,779-27.4% |
| Participant deferral / active EE | $7,590 | $6,799+11.6% | $6,426+18.1% | $5,609+35.3% |
| Admin fee / account holder | $112 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |