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 | $12,755 | $138,044-90.8% | $125,339-89.8% | $134,475-90.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -20.74% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,748 | $5,243-66.7% | $4,814-63.7% | $4,740-63.1% |
| Participant deferral / active EE | $3,104 | $7,799-60.2% | $7,446-58.3% | $6,400-51.5% |
| Admin fee / account holder | $176 | $11,571-98.5% | $10,010-98.2% | $11,426-98.5% |