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 | $27,081 | $168,632-83.9% | $147,614-81.7% | $125,391-78.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.74% | 77.65%-82.4pp | 61.98%-66.7pp | 282.22%-287.0pp |
| Employer contribution / active EE | $7,428 | $6,252+18.8% | $5,564+33.5% | $4,866+52.7% |
| Participant deferral / active EE | $3,398 | $5,507-38.3% | $4,895-30.6% | $5,352-36.5% |
| Admin fee / account holder | $15 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |