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 6-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 | $9,281 | $167,484-94.5% | $151,611-93.9% | $134,475-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.55% | 7.80%-46.3pp | 3.33%-41.9pp | 417.96%-456.5pp |
| Employer contribution / active EE | $8,678 | $6,829+27.1% | $6,166+40.7% | $4,740+83.1% |
| Participant deferral / active EE | $4,479 | $8,986-50.2% | $8,363-46.4% | $6,400-30.0% |
| Admin fee / account holder | $223 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |