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 | $15,285 | $168,632-90.9% | $147,614-89.6% | $125,391-87.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.74% | 77.65%-86.4pp | 61.98%-70.7pp | 282.22%-291.0pp |
| Employer contribution / active EE | $2,216 | $6,252-64.6% | $5,564-60.2% | $4,866-54.5% |
| Participant deferral / active EE | $6,282 | $5,507+14.1% | $4,895+28.3% | $5,352+17.4% |
| Admin fee / account holder | $91 | $13,580-99.3% | $11,611-99.2% | $9,540-99.0% |