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 | $5,087 | $84,527-94.0% | $67,711-92.5% | $125,391-95.9% |
| Participation rate | 93.8% | 74.8%+19.0pp | 67.5%+26.2pp | 83.2%+10.6pp |
| Annual return | -18.10% | 2.57%-20.7pp | 25.41%-43.5pp | 282.22%-300.3pp |
| Employer contribution / active EE | $1,263 | $3,292-61.6% | $2,559-50.7% | $4,866-74.0% |
| Participant deferral / active EE | $2,519 | $4,429-43.1% | $3,585-29.7% | $5,352-52.9% |
| Admin fee / account holder | $158 | $5,340-97.0% | $4,255-96.3% | $9,540-98.3% |