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 | $13,440 | $138,065-90.3% | $123,544-89.1% | $135,375-90.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.99% | 153.68%-167.7pp | 119.20%-133.2pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,800 | $5,151-65.1% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $2,489 | $6,799-63.4% | $6,426-61.3% | $5,609-55.6% |
| Admin fee / account holder | $117 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |