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 10-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 | $8,932 | $95,971-90.7% | $74,550-88.0% | $135,375-93.4% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -10.26% | 56.96%-67.2pp | 32.53%-42.8pp | 519.73%-530.0pp |
| Employer contribution / active EE | $647 | $2,716-76.2% | $1,961-67.0% | $4,779-86.5% |
| Participant deferral / active EE | $1,091 | $3,843-71.6% | $3,108-64.9% | $5,609-80.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |