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 | $17,491 | $138,065-87.3% | $123,544-85.8% | $135,375-87.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -27.58% | 153.68%-181.3pp | 119.20%-146.8pp | 519.73%-547.3pp |
| Employer contribution / active EE | $5,068 | $5,151-1.6% | $4,628+9.5% | $4,779+6.0% |
| Participant deferral / active EE | $8,255 | $6,799+21.4% | $6,426+28.5% | $5,609+47.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |