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 6-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 | $10,175 | $82,664-87.7% | $125,339-91.9% | $68,494-85.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -21.37% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,818 | $3,381-16.7% | $4,814-41.5% | $2,596+8.5% |
| Participant deferral / active EE | $2,818 | $6,110-53.9% | $7,446-62.2% | $4,027-30.0% |
| Admin fee / account holder | $221 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |