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 | $25,087 | $168,632-85.1% | $147,614-83.0% | $125,391-80.0% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -3.94% | 77.65%-81.6pp | 61.98%-65.9pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,537 | $6,252-75.4% | $5,564-72.4% | $4,866-68.4% |
| Participant deferral / active EE | $7,355 | $5,507+33.6% | $4,895+50.2% | $5,352+37.4% |
| Admin fee / account holder | $295 | $13,580-97.8% | $11,611-97.5% | $9,540-96.9% |