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 | $9,572 | $75,828-87.4% | $147,614-93.5% | $59,632-83.9% |
| Participation rate | 83.0% | 71.6%+11.4pp | 84.6%-1.7pp | 68.7%+14.3pp |
| Annual return | -3.26% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $700 | $3,485-79.9% | $5,564-87.4% | $2,203-68.2% |
| Participant deferral / active EE | $1,076 | $3,130-65.6% | $4,895-78.0% | $3,192-66.3% |
| Admin fee / account holder | $286 | $5,985-95.2% | $11,611-97.5% | $4,297-93.3% |