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 | $21,737 | $180,449-88.0% | $154,107-85.9% | $135,375-83.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.61% | 888.09%-901.7pp | 735.12%-748.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,149 | $6,035-64.4% | $5,298-59.4% | $4,779-55.0% |
| Participant deferral / active EE | $8,531 | $5,806+46.9% | $5,081+67.9% | $5,609+52.1% |
| Admin fee / account holder | $144 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |