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 | $13,888 | $180,449-92.3% | $154,107-91.0% | $135,375-89.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.82% | 888.09%-902.9pp | 735.12%-749.9pp | 519.73%-534.6pp |
| Employer contribution / active EE | $2,256 | $6,035-62.6% | $5,298-57.4% | $4,779-52.8% |
| Participant deferral / active EE | $3,364 | $5,806-42.1% | $5,081-33.8% | $5,609-40.0% |
| Admin fee / account holder | $184 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |