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 | $10,169 | $138,065-92.6% | $123,544-91.8% | $135,375-92.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -21.66% | 153.68%-175.3pp | 119.20%-140.9pp | 519.73%-541.4pp |
| Employer contribution / active EE | $2,180 | $5,151-57.7% | $4,628-52.9% | $4,779-54.4% |
| Participant deferral / active EE | $4,765 | $6,799-29.9% | $6,426-25.8% | $5,609-15.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |