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 | $22,427 | $167,484-86.6% | $151,611-85.2% | $134,475-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -45.34% | 7.80%-53.1pp | 3.33%-48.7pp | 417.96%-463.3pp |
| Employer contribution / active EE | $5,529 | $6,829-19.0% | $6,166-10.3% | $4,740+16.6% |
| Participant deferral / active EE | $12,688 | $8,986+41.2% | $8,363+51.7% | $6,400+98.3% |
| Admin fee / account holder | $150 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |