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 | $12,428 | $57,354-78.3% | $83,848-85.2% | $64,186-80.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.20% | 11.38%-21.6pp | 850.88%-861.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $4,262 | $2,545+67.5% | $3,631+17.4% | $2,381+79.0% |
| Participant deferral / active EE | $4,122 | $2,993+37.7% | $4,082+1.0% | $3,470+18.8% |
| Admin fee / account holder | $112 | $4,046-97.2% | $5,478-97.9% | $4,888-97.7% |