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 | $23,368 | $180,449-87.0% | $154,107-84.8% | $135,375-82.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -12.53% | 888.09%-900.6pp | 735.12%-747.6pp | 519.73%-532.3pp |
| Employer contribution / active EE | $4,516 | $6,035-25.2% | $5,298-14.8% | $4,779-5.5% |
| Participant deferral / active EE | $5,071 | $5,806-12.7% | $5,081-0.2% | $5,609-9.6% |
| Admin fee / account holder | $177 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |