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 | $12,553 | $138,065-90.9% | $123,544-89.8% | $135,375-90.7% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -15.02% | 153.68%-168.7pp | 119.20%-134.2pp | 519.73%-534.7pp |
| Employer contribution / active EE | $1,555 | $5,151-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $2,433 | $6,799-64.2% | $6,426-62.1% | $5,609-56.6% |
| Admin fee / account holder | $107 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |