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 | $14,860 | $72,404-79.5% | $110,238-86.5% | $64,186-76.8% |
| Participation rate | 79.3% | 73.3%+6.0pp | 79.8%-0.5pp | 69.6%+9.7pp |
| Annual return | -8.61% | -6.29%-2.3pp | 314.74%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,022 | $2,282-55.2% | $3,826-73.3% | $2,381-57.1% |
| Participant deferral / active EE | $2,056 | $3,469-40.7% | $4,672-56.0% | $3,470-40.8% |
| Admin fee / account holder | $108 | $5,664-98.1% | $8,547-98.7% | $4,888-97.8% |