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 7-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 | $14,095 | $138,065-89.8% | $123,544-88.6% | $135,375-89.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -33.87% | 153.68%-187.6pp | 119.20%-153.1pp | 519.73%-553.6pp |
| Employer contribution / active EE | $5,661 | $5,151+9.9% | $4,628+22.3% | $4,779+18.5% |
| Participant deferral / active EE | $5,661 | $6,799-16.7% | $6,426-11.9% | $5,609+0.9% |
| Admin fee / account holder | $113 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |