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 | $13,509 | $100,754-86.6% | $86,677-84.4% | $134,475-90.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -27.60% | 29.04%-56.6pp | 35.91%-63.5pp | 417.96%-445.6pp |
| Employer contribution / active EE | $3,678 | $3,489+5.4% | $2,836+29.7% | $4,740-22.4% |
| Participant deferral / active EE | $5,730 | $5,338+7.3% | $4,656+23.1% | $6,400-10.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |