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 9-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 | $8,288 | $180,449-95.4% | $154,107-94.6% | $135,375-93.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.12% | 888.09%-905.2pp | 735.12%-752.2pp | 519.73%-536.9pp |
| Employer contribution / active EE | $1,444 | $6,035-76.1% | $5,298-72.7% | $4,779-69.8% |
| Participant deferral / active EE | $3,542 | $5,806-39.0% | $5,081-30.3% | $5,609-36.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |