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 | $6,924 | $90,320-92.3% | $59,496-88.4% | $125,391-94.5% |
| Participation rate | 76.9% | 68.3%+8.6pp | 54.6%+22.4pp | 83.2%-6.3pp |
| Annual return | -7.78% | 369.13%-376.9pp | 182.05%-189.8pp | 282.22%-290.0pp |
| Employer contribution / active EE | $1,129 | $1,792-37.0% | $1,153-2.1% | $4,866-76.8% |
| Participant deferral / active EE | $2,831 | $2,716+4.2% | $1,829+54.8% | $5,352-47.1% |
| Admin fee / account holder | $206 | $3,063-93.3% | $2,232-90.8% | $9,540-97.8% |