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 | $17,452 | $160,055-89.1% | $140,016-87.5% | $135,375-87.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -23.46% | 911.38%-934.8pp | 651.12%-674.6pp | 519.73%-543.2pp |
| Employer contribution / active EE | $5,766 | $6,420-10.2% | $5,606+2.9% | $4,779+20.7% |
| Participant deferral / active EE | $9,117 | $7,642+19.3% | $6,927+31.6% | $5,609+62.5% |
| Admin fee / account holder | $250 | $13,328-98.1% | $10,705-97.7% | $10,827-97.7% |