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 9-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 | $10,070 | $92,222-89.1% | $76,768-86.9% | $135,375-92.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -17.83% | 5.46%-23.3pp | 2.43%-20.3pp | 519.73%-537.6pp |
| Employer contribution / active EE | $2,030 | $3,216-36.9% | $2,485-18.3% | $4,779-57.5% |
| Participant deferral / active EE | $5,811 | $4,509+28.9% | $3,852+50.9% | $5,609+3.6% |
| Admin fee / account holder | $105 | $10,748-99.0% | $6,675-98.4% | $10,827-99.0% |