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 | $16,107 | $112,096-85.6% | $95,952-83.2% | $158,922-89.9% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | -62.60% | 171.09%-233.7pp | 91.61%-154.2pp | 302.83%-365.4pp |
| Employer contribution / active EE | $1,583 | $3,198-50.5% | $2,541-37.7% | $4,761-66.7% |
| Participant deferral / active EE | $3,184 | $4,784-33.5% | $4,167-23.6% | $5,982-46.8% |
| Admin fee / account holder | $56 | $10,130-99.4% | $6,795-99.2% | $11,246-99.5% |