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 8-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 | $17,657 | $167,307-89.4% | $143,757-87.7% | $134,475-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.21% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,288 | $5,619-59.3% | $4,951-53.8% | $4,740-51.7% |
| Participant deferral / active EE | $5,789 | $6,446-10.2% | $5,637+2.7% | $6,400-9.5% |
| Admin fee / account holder | $185 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |