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 | $7,859 | $138,044-94.3% | $125,339-93.7% | $134,475-94.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -66.70% | 750.33%-817.0pp | 572.05%-638.7pp | 417.96%-484.7pp |
| Employer contribution / active EE | $5,630 | $5,243+7.4% | $4,814+17.0% | $4,740+18.8% |
| Participant deferral / active EE | $9,699 | $7,799+24.4% | $7,446+30.3% | $6,400+51.6% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |