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 | $13,591 | $82,664-83.6% | $125,339-89.2% | $68,494-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -32.20% | -5.97%-26.2pp | 572.05%-604.3pp | -7.84%-24.4pp |
| Employer contribution / active EE | $3,349 | $3,381-1.0% | $4,814-30.4% | $2,596+29.0% |
| Participant deferral / active EE | $8,127 | $6,110+33.0% | $7,446+9.1% | $4,027+101.8% |
| Admin fee / account holder | $62 | $6,275-99.0% | $10,010-99.4% | $5,403-98.8% |