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 | $10,647 | $167,307-93.6% | $143,757-92.6% | $134,475-92.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.97% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,864 | $5,619-49.0% | $4,951-42.1% | $4,740-39.6% |
| Participant deferral / active EE | $5,521 | $6,446-14.3% | $5,637-2.1% | $6,400-13.7% |
| Admin fee / account holder | $251 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |