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 5-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 | $17,754 | $167,307-89.4% | $143,757-87.6% | $134,475-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.23% | 0.46%-36.7pp | -0.04%-36.2pp | 417.96%-454.2pp |
| Employer contribution / active EE | $9,570 | $5,619+70.3% | $4,951+93.3% | $4,740+101.9% |
| Participant deferral / active EE | $8,570 | $6,446+33.0% | $5,637+52.0% | $6,400+33.9% |
| Admin fee / account holder | $105 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |