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 | $19,326 | $180,449-89.3% | $154,107-87.5% | $135,375-85.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -29.65% | 888.09%-917.7pp | 735.12%-764.8pp | 519.73%-549.4pp |
| Employer contribution / active EE | $7,023 | $6,035+16.4% | $5,298+32.6% | $4,779+47.0% |
| Participant deferral / active EE | $7,023 | $5,806+21.0% | $5,081+38.2% | $5,609+25.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |