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 9-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 | $17,422 | $138,065-87.4% | $123,544-85.9% | $135,375-87.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -19.55% | 153.68%-173.2pp | 119.20%-138.7pp | 519.73%-539.3pp |
| Employer contribution / active EE | $1,789 | $5,151-65.3% | $4,628-61.3% | $4,779-62.6% |
| Participant deferral / active EE | $6,985 | $6,799+2.7% | $6,426+8.7% | $5,609+24.5% |
| Admin fee / account holder | $133 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |