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 | $5,979 | $78,694-92.4% | $67,652-91.2% | $125,391-95.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -3.48% | 9.46%-12.9pp | 6625.04%-6628.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $800 | $3,044-73.7% | $2,266-64.7% | $4,866-83.6% |
| Participant deferral / active EE | $1,360 | $4,292-68.3% | $3,560-61.8% | $5,352-74.6% |
| Admin fee / account holder | $114 | $7,403-98.5% | $4,821-97.6% | $9,540-98.8% |