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 | $20,718 | $180,449-88.5% | $154,107-86.6% | $135,375-84.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.22% | 888.09%-899.3pp | 735.12%-746.3pp | 519.73%-531.0pp |
| Employer contribution / active EE | $4,948 | $6,035-18.0% | $5,298-6.6% | $4,779+3.5% |
| Participant deferral / active EE | $3,574 | $5,806-38.4% | $5,081-29.7% | $5,609-36.3% |
| Admin fee / account holder | $31 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |