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 | $10,313 | $82,630-87.5% | $64,105-83.9% | $125,391-91.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -4.71% | 1489.72%-1494.4pp | 791.24%-796.0pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,469 | $2,671-45.0% | $1,820-19.3% | $4,866-69.8% |
| Participant deferral / active EE | $3,641 | $3,608+0.9% | $2,822+29.0% | $5,352-32.0% |
| Admin fee / account holder | $130 | $6,382-98.0% | $4,499-97.1% | $9,540-98.6% |