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 | $8,598 | $167,307-94.9% | $143,757-94.0% | $134,475-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.38% | 0.46%-23.8pp | -0.04%-23.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,530 | $5,619-72.8% | $4,951-69.1% | $4,740-67.7% |
| Participant deferral / active EE | $6,693 | $6,446+3.8% | $5,637+18.7% | $6,400+4.6% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |