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 | $26,087 | $180,449-85.5% | $154,107-83.1% | $135,375-80.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -11.32% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.1pp |
| Employer contribution / active EE | $5,732 | $6,035-5.0% | $5,298+8.2% | $4,779+19.9% |
| Participant deferral / active EE | $5,185 | $5,806-10.7% | $5,081+2.1% | $5,609-7.6% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |