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 | $8,106 | $90,503-91.0% | $78,689-89.7% | $273,961-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -14.03% | 75.60%-89.6pp | 62.18%-76.2pp | 41.45%-55.5pp |
| Employer contribution / active EE | $3,975 | $3,176+25.2% | $2,851+39.4% | $4,869-18.4% |
| Participant deferral / active EE | $2,336 | $3,901-40.1% | $3,517-33.6% | $5,287-55.8% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |