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 | $13,789 | $160,055-91.4% | $140,016-90.2% | $135,375-89.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -16.64% | 911.38%-928.0pp | 651.12%-667.8pp | 519.73%-536.4pp |
| Employer contribution / active EE | $1,674 | $6,420-73.9% | $5,606-70.1% | $4,779-65.0% |
| Participant deferral / active EE | $4,677 | $7,642-38.8% | $6,927-32.5% | $5,609-16.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |