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 | $11,628 | $180,449-93.6% | $154,107-92.5% | $135,375-91.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -41.16% | 888.09%-929.2pp | 735.12%-776.3pp | 519.73%-560.9pp |
| Employer contribution / active EE | $6,589 | $6,035+9.2% | $5,298+24.4% | $4,779+37.9% |
| Participant deferral / active EE | $4,740 | $5,806-18.4% | $5,081-6.7% | $5,609-15.5% |
| Admin fee / account holder | $90 | $16,143-99.4% | $13,411-99.3% | $10,827-99.2% |