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 4-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 | $14,982 | $142,344-89.5% | $119,609-87.5% | $134,475-88.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.87% | -12.44%-18.4pp | -14.97%-15.9pp | 417.96%-448.8pp |
| Employer contribution / active EE | $5,741 | $5,222+9.9% | $4,232+35.7% | $4,740+21.1% |
| Participant deferral / active EE | $5,750 | $6,469-11.1% | $5,602+2.6% | $6,400-10.2% |
| Admin fee / account holder | $108 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |