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 8-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 | $23,013 | $180,449-87.2% | $154,107-85.1% | $135,375-83.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.54% | 888.09%-905.6pp | 735.12%-752.7pp | 519.73%-537.3pp |
| Employer contribution / active EE | $8,941 | $6,035+48.1% | $5,298+68.8% | $4,779+87.1% |
| Participant deferral / active EE | $4,588 | $5,806-21.0% | $5,081-9.7% | $5,609-18.2% |
| Admin fee / account holder | $153 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |