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 9-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 | $19,544 | $138,065-85.8% | $123,544-84.2% | $135,375-85.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.49% | 153.68%-170.2pp | 119.20%-135.7pp | 519.73%-536.2pp |
| Employer contribution / active EE | $2,672 | $5,151-48.1% | $4,628-42.3% | $4,779-44.1% |
| Participant deferral / active EE | $8,048 | $6,799+18.4% | $6,426+25.2% | $5,609+43.5% |
| Admin fee / account holder | $194 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |