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 | $19,488 | $138,065-85.9% | $123,544-84.2% | $135,375-85.6% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -13.97% | 153.68%-167.7pp | 119.20%-133.2pp | 519.73%-533.7pp |
| Employer contribution / active EE | $3,974 | $5,151-22.9% | $4,628-14.1% | $4,779-16.8% |
| Participant deferral / active EE | $9,769 | $6,799+43.7% | $6,426+52.0% | $5,609+74.2% |
| Admin fee / account holder | $95 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |