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 | $15,029 | $180,449-91.7% | $154,107-90.2% | $135,375-88.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -9.83% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,053 | $6,035-66.0% | $5,298-61.2% | $4,779-57.0% |
| Participant deferral / active EE | $3,288 | $5,806-43.4% | $5,081-35.3% | $5,609-41.4% |
| Admin fee / account holder | $26 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |