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 | $23,751 | $209,411-88.7% | $178,490-86.7% | $158,922-85.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.92% | 188.75%-189.7pp | 151.07%-152.0pp | 302.83%-303.7pp |
| Employer contribution / active EE | $3,135 | $5,706-45.1% | $5,011-37.4% | $4,761-34.2% |
| Participant deferral / active EE | $3,353 | $5,954-43.7% | $5,202-35.5% | $5,982-44.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |