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 | $8,777 | $211,958-95.9% | $169,463-94.8% | $135,375-93.5% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -13.32% | 3.26%-16.6pp | 1.83%-15.1pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,859 | $5,120-63.7% | $4,159-55.3% | $4,779-61.1% |
| Participant deferral / active EE | $2,818 | $6,075-53.6% | $5,277-46.6% | $5,609-49.8% |
| Admin fee / account holder | $288 | $11,471-97.5% | $9,109-96.8% | $10,827-97.3% |