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 | $10,404 | $92,222-88.7% | $76,768-86.4% | $135,375-92.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -15.62% | 5.46%-21.1pp | 2.43%-18.1pp | 519.73%-535.4pp |
| Employer contribution / active EE | $1,083 | $3,216-66.3% | $2,485-56.4% | $4,779-77.3% |
| Participant deferral / active EE | $7,804 | $4,509+73.1% | $3,852+102.6% | $5,609+39.1% |
| Admin fee / account holder | $117 | $10,748-98.9% | $6,675-98.3% | $10,827-98.9% |