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 | $20,425 | $160,055-87.2% | $140,016-85.4% | $135,375-84.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -11.77% | 911.38%-923.2pp | 651.12%-662.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,368 | $6,420-78.7% | $5,606-75.6% | $4,779-71.4% |
| Participant deferral / active EE | $7,376 | $7,642-3.5% | $6,927+6.5% | $5,609+31.5% |
| Admin fee / account holder | $213 | $13,328-98.4% | $10,705-98.0% | $10,827-98.0% |