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 | $9,975 | $217,402-95.4% | $185,823-94.6% | $167,490-94.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -61.66% | 148.36%-210.0pp | 122.05%-183.7pp | 478.56%-540.2pp |
| Employer contribution / active EE | $1,768 | $5,873-69.9% | $5,167-65.8% | $4,837-63.5% |
| Participant deferral / active EE | $6,013 | $6,356-5.4% | $5,568+8.0% | $6,341-5.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |