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 | $17,238 | $167,307-89.7% | $143,757-88.0% | $134,475-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.55% | 0.46%-33.0pp | -0.04%-32.5pp | 417.96%-450.5pp |
| Employer contribution / active EE | $2,883 | $5,619-48.7% | $4,951-41.8% | $4,740-39.2% |
| Participant deferral / active EE | $7,275 | $6,446+12.9% | $5,637+29.0% | $6,400+13.7% |
| Admin fee / account holder | $55 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |