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 | $25,706 | $140,588-81.7% | $123,104-79.1% | $125,391-79.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.23% | 16.80%-24.0pp | 13.22%-20.5pp | 282.22%-289.5pp |
| Employer contribution / active EE | $2,735 | $6,041-54.7% | $5,151-46.9% | $4,866-43.8% |
| Participant deferral / active EE | $10,993 | $6,980+57.5% | $6,230+76.5% | $5,352+105.4% |
| Admin fee / account holder | $58 | $11,198-99.5% | $9,015-99.4% | $9,540-99.4% |