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 | $13,641 | $168,632-91.9% | $147,614-90.8% | $125,391-89.1% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.77% | 77.65%-81.4pp | 61.98%-65.7pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,531 | $6,252-75.5% | $5,564-72.5% | $4,866-68.5% |
| Participant deferral / active EE | $5,691 | $5,507+3.3% | $4,895+16.3% | $5,352+6.3% |
| Admin fee / account holder | $142 | $13,580-99.0% | $11,611-98.8% | $9,540-98.5% |