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 | $22,892 | $152,587-85.0% | $125,175-81.7% | $152,861-85.0% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | -2.19% | 54.84%-57.0pp | 43.79%-46.0pp | 345.32%-347.5pp |
| Employer contribution / active EE | $964 | $4,946-80.5% | $3,865-75.1% | $4,762-79.8% |
| Participant deferral / active EE | $6,956 | $5,868+18.6% | $4,937+40.9% | $5,850+18.9% |
| Admin fee / account holder | $81 | $13,434-99.4% | $9,702-99.2% | $11,596-99.3% |