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 6-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 | $15,076 | $167,307-91.0% | $143,757-89.5% | $134,475-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.03% | 0.46%-27.5pp | -0.04%-27.0pp | 417.96%-445.0pp |
| Employer contribution / active EE | $10,829 | $5,619+92.7% | $4,951+118.7% | $4,740+128.5% |
| Participant deferral / active EE | $9,902 | $6,446+53.6% | $5,637+75.7% | $6,400+54.7% |
| Admin fee / account holder | $34 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |