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 | $19,013 | $138,065-86.2% | $123,544-84.6% | $135,375-86.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.45% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,747 | $5,151-46.7% | $4,628-40.6% | $4,779-42.5% |
| Participant deferral / active EE | $5,226 | $6,799-23.1% | $6,426-18.7% | $5,609-6.8% |
| Admin fee / account holder | $111 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |