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 | $51,924 | $471,255-89.0% | $493,514-89.5% | $357,791-85.5% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | -13.86% | -8.27%-5.6pp | -7.53%-6.3pp | 396.79%-410.7pp |
| Employer contribution / active EE | $0 | $7,367-100.0% | $6,745-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $29,116-100.0% | $31,190-100.0% | $28,387-100.0% |