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 10-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 | $11,196 | $69,010-83.8% | $159,960-93.0% | $68,494-83.7% |
| Participation rate | 88.5% | 65.4%+23.1pp | 78.0%+10.5pp | 67.9%+20.6pp |
| Annual return | -20.92% | -9.65%-11.3pp | 408.60%-429.5pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,681 | $4,212-36.3% | $6,182-56.6% | $4,027-33.4% |
| Admin fee / account holder | $199 | $4,798-95.9% | $8,698-97.7% | $5,403-96.3% |