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 | $11,294 | $158,817-92.9% | $121,196-90.7% | $135,375-91.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.70% | -0.64%-11.1pp | 16.93%-28.6pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,077 | $5,665-81.0% | $4,022-73.2% | $4,779-77.5% |
| Participant deferral / active EE | $2,586 | $4,005-35.4% | $3,344-22.7% | $5,609-53.9% |
| Admin fee / account holder | $88 | $6,512-98.6% | $5,019-98.2% | $10,827-99.2% |