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 | $10,370 | $158,817-93.5% | $121,196-91.4% | $135,375-92.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -32.59% | -0.64%-32.0pp | 16.93%-49.5pp | 519.73%-552.3pp |
| Employer contribution / active EE | $2,690 | $5,665-52.5% | $4,022-33.1% | $4,779-43.7% |
| Participant deferral / active EE | $5,082 | $4,005+26.9% | $3,344+52.0% | $5,609-9.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |