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 | $16,108 | $167,307-90.4% | $143,757-88.8% | $134,475-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.87% | 0.46%-22.3pp | -0.04%-21.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,177 | $5,619-61.3% | $4,951-56.0% | $4,740-54.1% |
| Participant deferral / active EE | $4,764 | $6,446-26.1% | $5,637-15.5% | $6,400-25.6% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |