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 | $14,637 | $78,694-81.4% | $67,652-78.4% | $125,391-88.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -13.52% | 9.46%-23.0pp | 6625.04%-6638.6pp | 282.22%-295.7pp |
| Employer contribution / active EE | $1,333 | $3,044-56.2% | $2,266-41.1% | $4,866-72.6% |
| Participant deferral / active EE | $3,533 | $4,292-17.7% | $3,560-0.7% | $5,352-34.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |