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 | $20,530 | $180,449-88.6% | $154,107-86.7% | $135,375-84.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -10.95% | 888.09%-899.0pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,854 | $6,035-52.7% | $5,298-46.1% | $4,779-40.3% |
| Participant deferral / active EE | $6,341 | $5,806+9.2% | $5,081+24.8% | $5,609+13.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |