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 | $14,585 | $167,307-91.3% | $143,757-89.9% | $134,475-89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.14% | 0.46%-23.6pp | -0.04%-23.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $5,514 | $5,619-1.9% | $4,951+11.4% | $4,740+16.3% |
| Participant deferral / active EE | $5,756 | $6,446-10.7% | $5,637+2.1% | $6,400-10.1% |
| Admin fee / account holder | $121 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |