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 | $10,636 | $72,177-85.3% | $115,037-90.8% | $59,632-82.2% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | -11.55% | 12.02%-23.6pp | 26.14%-37.7pp | 2041.28%-2052.8pp |
| Employer contribution / active EE | $1,808 | $2,841-36.4% | $4,608-60.8% | $2,203-17.9% |
| Participant deferral / active EE | $2,946 | $4,783-38.4% | $6,026-51.1% | $3,192-7.7% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |