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 5-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 | $11,489 | $138,044-91.7% | $125,339-90.8% | $134,475-91.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -50.19% | 750.33%-800.5pp | 572.05%-622.2pp | 417.96%-468.1pp |
| Employer contribution / active EE | $1,121 | $5,243-78.6% | $4,814-76.7% | $4,740-76.3% |
| Participant deferral / active EE | $8,446 | $7,799+8.3% | $7,446+13.4% | $6,400+32.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |